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
$136M
AUM Growth
+$20M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$5.25M
2
+$4.92M
3
+$834K
4
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$698K
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$635K

Top Sells

1
+$1.48M
2
+$978K
3
+$630K
4
TOL icon
Toll Brothers
TOL
+$556K
5
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$344K

Sector Composition

1 Communication Services 5.96%
2 Financials 3.46%
3 Technology 3.01%
4 Healthcare 2.9%
5 Consumer Discretionary 1.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.56M 1.15%
76,764
+1,599
27
$1.51M 1.11%
2,883
+176
28
$1.5M 1.11%
27,351
-3,178
29
$1.47M 1.08%
3,490
-172
30
$1.44M 1.06%
53,082
+1,554
31
$1.43M 1.05%
30,640
-3,123
32
$1.37M 1.01%
17,946
+2,959
33
$1.26M 0.93%
51,154
+944
34
$1.2M 0.89%
2,480
-100
35
$1.08M 0.8%
18,452
-1,350
36
$1.07M 0.79%
17,752
-872
37
$1.01M 0.74%
16,570
-870
38
$991K 0.73%
5,494
-228
39
$983K 0.72%
13,593
-325
40
$953K 0.7%
16,966
-200
41
$830K 0.61%
16,365
-19,302
42
$816K 0.6%
13,341
-182
43
$807K 0.59%
53,630
44
$779K 0.57%
6,585
+1,925
45
$732K 0.54%
10,345
-52
46
$731K 0.54%
4,950
47
$715K 0.53%
8,347
-436
48
$696K 0.51%
26,670
-4,146
49
$694K 0.51%
12,800
+250
50
$658K 0.49%
3,744
+2,429
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