PIA

Panoramic Investment Advisors Portfolio holdings

AUM $163M
1-Year Est. Return 15.78%
This Quarter Est. Return
1 Year Est. Return
+15.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$109M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$8.89M
2
+$6.74M
3
+$5.31M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$4.33M
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$3.88M

Top Sells

No sells this quarter

Sector Composition

1 Communication Services 7.17%
2 Financials 4.1%
3 Healthcare 2.94%
4 Technology 2.16%
5 Consumer Staples 1.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.29M 1.18%
+7,514
27
$1.28M 1.18%
+34,280
28
$1.17M 1.07%
+2,811
29
$1.16M 1.07%
+51,606
30
$1.11M 1.02%
+22,358
31
$1.08M 0.99%
+20,151
32
$1.08M 0.99%
+22,231
33
$1.06M 0.98%
+3,365
34
$1.02M 0.93%
+49,048
35
$894K 0.82%
+17,925
36
$846K 0.78%
+11,494
37
$789K 0.73%
+17,166
38
$776K 0.71%
+30,758
39
$764K 0.7%
+13,915
40
$760K 0.7%
+2,530
41
$741K 0.68%
+14,304
42
$737K 0.68%
+53,630
43
$697K 0.64%
+5,484
44
$672K 0.62%
+9,282
45
$637K 0.59%
+4,950
46
$634K 0.58%
+9,987
47
$622K 0.57%
+10,345
48
$577K 0.53%
+12,300
49
$565K 0.52%
+9,125
50
$544K 0.5%
+5,280
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