We are live on ! Find out more
PIA

Panoramic Investment Advisors Portfolio holdings

AUM $185M
1-Year Est. Return 18.14%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$185M
AUM Growth
+$902K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$560K
2
+$522K
3
+$504K
4
JANT icon
AllianzIM U.S. Equity Buffer10 Jan ETF
JANT
+$496K
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$487K

Top Sells

1
+$516K
2
+$377K
3
+$316K
4
SILA
Sila Realty Trust
SILA
+$239K
5
TGT icon
Target
TGT
+$234K

Sector Composition

1 Communication Services 4.99%
2 Technology 4.3%
3 Financials 3.34%
4 Consumer Discretionary 1.12%
5 Consumer Staples 1.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SCHB icon
26
Schwab US Broad Market ETF
SCHB
$42.3B
$2.27M 1.23%
90,299
+119
IEFA icon
27
iShares Core MSCI EAFE ETF
IEFA
$183B
$2.23M 1.21%
24,628
+342
VGT icon
28
Vanguard Information Technology ETF
VGT
$140B
$2.14M 1.16%
24,520
+264
IBIT icon
29
iShares Bitcoin Trust
IBIT
$48B
$2.12M 1.15%
55,112
+939
QUAL icon
30
iShares MSCI USA Quality Factor ETF
QUAL
$45.7B
$1.97M 1.06%
10,248
-2,574
MAXJ
31
iShares Large Cap Max Buffer Jun ETF
MAXJ
$137M
$1.95M 1.05%
69,150
+900
EFV icon
32
iShares MSCI EAFE Value ETF
EFV
$26.2B
$1.73M 0.94%
23,309
+3,073
DGRW icon
33
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$16.7B
$1.63M 0.88%
18,612
-757
QQH icon
34
HCM Defender 100 Index ETF
QQH
$747M
$1.61M 0.87%
23,021
-1,277
META icon
35
Meta Platforms (Facebook)
META
$1.48T
$1.56M 0.84%
2,726
+89
IDV icon
36
iShares International Select Dividend ETF
IDV
$8.46B
$1.53M 0.83%
36,046
+23
AMZN icon
37
Amazon
AMZN
$2.63T
$1.49M 0.81%
7,154
+274
PEP icon
38
PepsiCo
PEP
$195B
$1.45M 0.79%
9,358
+89
SHLD icon
39
Global X Defense Tech ETF
SHLD
$7.56B
$1.45M 0.78%
20,422
+1,593
LGH icon
40
HCM Defender 500 Index ETF
LGH
$574M
$1.43M 0.77%
25,046
-1,977
MSFT icon
41
Microsoft
MSFT
$3T
$1.41M 0.76%
3,799
+623
SCHW icon
42
Charles Schwab
SCHW
$154B
$1.24M 0.67%
13,233
-100
VXUS icon
43
Vanguard Total International Stock ETF
VXUS
$149B
$1.19M 0.64%
15,429
-18
ABT icon
44
Abbott
ABT
$159B
$1.18M 0.64%
11,506
-480
GRNY
45
FundStrat Granny Shots US Large Cap ETF
GRNY
$4.29B
$1.11M 0.6%
46,515
+6,000
DTD icon
46
WisdomTree US Total Dividend Fund
DTD
$1.6B
$1.04M 0.56%
12,066
+270
PCEF icon
47
Invesco CEF Income Composite ETF
PCEF
$813M
$1.01M 0.55%
53,733
-1,172
IYW icon
48
iShares US Technology ETF
IYW
$24B
$1M 0.54%
5,520
-109
RDVY icon
49
First Trust Rising Dividend Achievers ETF
RDVY
$22.8B
$995K 0.54%
14,566
JANT icon
50
AllianzIM U.S. Equity Buffer10 Jan ETF
JANT
$60.9M
$970K 0.52%
24,175
+12,050
1
2
3 4 5