PIA

Panoramic Investment Advisors Portfolio holdings

AUM $178M
1-Year Est. Return 18.61%
This Quarter Est. Return
1 Year Est. Return
+18.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$178M
AUM Growth
+$15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$1.07M
2
+$1.03M
3
+$698K
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$632K
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$597K

Top Sells

1
+$2.28M
2
+$1.37M
3
+$1.06M
4
VTV icon
Vanguard Value ETF
VTV
+$400K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$266K

Sector Composition

1 Technology 5.02%
2 Communication Services 4.9%
3 Financials 3.65%
4 Consumer Discretionary 1.25%
5 Consumer Staples 1.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SCHB icon
26
Schwab US Broad Market ETF
SCHB
$38.3B
$2.28M 1.28%
88,736
+1,429
VGT icon
27
Vanguard Information Technology ETF
VGT
$114B
$2.26M 1.27%
3,027
-6
SCHA icon
28
Schwab U.S Small- Cap ETF
SCHA
$19.4B
$2.23M 1.25%
79,831
+13,998
XLE icon
29
State Street Energy Select Sector SPDR ETF
XLE
$13.8B
$1.97M 1.11%
22,097
+40
DGRW icon
30
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$16.1B
$1.95M 1.1%
21,897
+780
MAXJ
31
iShares Large Cap Max Buffer Jun ETF
MAXJ
$162M
$1.91M 1.08%
68,250
QQH icon
32
HCM Defender 100 Index ETF
QQH
$672M
$1.86M 1.05%
24,403
-124
META icon
33
Meta Platforms (Facebook)
META
$1.7T
$1.8M 1.01%
2,453
-140
MSFT icon
34
Microsoft
MSFT
$3.59T
$1.77M 1%
3,426
-190
IYW icon
35
iShares US Technology ETF
IYW
$21.4B
$1.65M 0.93%
8,429
-6,975
LGH icon
36
HCM Defender 500 Index ETF
LGH
$586M
$1.64M 0.93%
27,235
-144
ABT icon
37
Abbott
ABT
$217B
$1.61M 0.9%
12,007
-100
AMZN icon
38
Amazon
AMZN
$2.45T
$1.53M 0.86%
6,957
+83
PEP icon
39
PepsiCo
PEP
$198B
$1.47M 0.83%
10,457
+3,271
SCHW icon
40
Charles Schwab
SCHW
$167B
$1.27M 0.72%
13,333
+800
IDV icon
41
iShares International Select Dividend ETF
IDV
$6.45B
$1.25M 0.7%
34,102
+522
VXUS icon
42
Vanguard Total International Stock ETF
VXUS
$115B
$1.16M 0.65%
15,724
+55
PCEF icon
43
Invesco CEF Income Composite ETF
PCEF
$859M
$1.09M 0.61%
54,383
+3,180
BAI
44
iShares A.I. Innovation and Tech Active ETF
BAI
$8.12B
$1.03M 0.58%
+30,211
RDVY icon
45
First Trust Rising Dividend Achievers ETF
RDVY
$18.6B
$980K 0.55%
14,566
DTD icon
46
WisdomTree US Total Dividend Fund
DTD
$1.48B
$972K 0.55%
11,573
+1
EVSM icon
47
Eaton Vance Short Duration Municipal Income ETF
EVSM
$550M
$929K 0.52%
18,428
+1,011
GSEW icon
48
Goldman Sachs Equal Weight US Large Cap Equity ETF
GSEW
$1.44B
$905K 0.51%
10,641
+356
ISCV icon
49
iShares Morningstar Small-Cap Value ETF
ISCV
$579M
$896K 0.5%
13,442
+62
JEPQ icon
50
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$32.1B
$781K 0.44%
13,580
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