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
$116M
AUM Growth
+$6.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$925K
2
+$756K
3
+$412K
4
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$351K
5
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$333K

Top Sells

1
+$3.09M
2
+$620K
3
+$402K
4
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$394K
5
FSMB icon
First Trust Short Duration Managed Municipal ETF
FSMB
+$382K

Sector Composition

1 Communication Services 6.84%
2 Financials 3.9%
3 Healthcare 3.04%
4 Technology 2.95%
5 Consumer Discretionary 1.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.39M 1.21%
75,165
-2,625
27
$1.39M 1.2%
33,763
-517
28
$1.38M 1.19%
3,662
+297
29
$1.31M 1.13%
2,707
-104
30
$1.29M 1.12%
51,528
-78
31
$1.19M 1.03%
50,210
+1,162
32
$1.08M 0.93%
18,624
-1,527
33
$1.07M 0.92%
19,802
-2,429
34
$1.05M 0.91%
14,987
+5,000
35
$967K 0.84%
17,440
-485
36
$958K 0.83%
13,918
+3
37
$913K 0.79%
2,580
+50
38
$887K 0.77%
17,166
39
$869K 0.75%
5,722
+238
40
$837K 0.72%
15,107
-7,251
41
$804K 0.7%
30,816
+58
42
$801K 0.69%
13,523
-781
43
$756K 0.65%
+29,240
44
$734K 0.63%
53,630
45
$703K 0.61%
8,783
-2,711
46
$680K 0.59%
10,397
+52
47
$675K 0.58%
4,950
48
$637K 0.55%
6,200
+100
49
$627K 0.54%
12,550
+250
50
$603K 0.52%
9,075
-50
1
2
3 4 5