PIA
Panoramic Investment Advisors Portfolio holdings
AUM
$163M
This Quarter Return
+5.28%
1 Year Return
+15.78%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$145M
AUM Growth
–
Cap. Flow
+$145M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
38.87%
Holding
118
New
118
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$17.1M |
| 2 |
Vanguard Core Plus Bond ETF
VPLS
|
$6.42M |
| 3 |
Schwab US Large-Cap Value ETF
SCHV
|
$5.21M |
| 4 |
Schwab US Dividend Equity ETF
SCHD
|
$4.76M |
| 5 |
iShares MSCI USA Quality Factor ETF
QUAL
|
$4.5M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Communication Services | 5.39% |
| 2 | Financials | 3.31% |
| 3 | Technology | 3.31% |
| 4 | Healthcare | 2.03% |
| 5 | Real Estate | 1.57% |
