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
$145M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$17.1M
2
+$6.42M
3
+$5.21M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$4.76M
5
QUAL icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.75M 1.21%
+2,988
27
$1.71M 1.18%
+27,154
28
$1.67M 1.15%
+11,006
29
$1.62M 1.12%
+14,251
30
$1.56M 1.08%
+18,773
31
$1.55M 1.07%
+55,998
32
$1.54M 1.07%
+30,406
33
$1.48M 1.02%
+56,900
34
$1.46M 1.01%
+3,388
35
$1.45M 1%
+56,156
36
$1.44M 1%
+2,521
37
$1.42M 0.98%
+8,367
38
$1.17M 0.81%
+6,295
39
$1.07M 0.74%
+16,470
40
$981K 0.68%
+16,566
41
$855K 0.59%
+13,475
42
$812K 0.56%
+10,588
43
$795K 0.55%
+12,268
44
$791K 0.55%
+12,685
45
$762K 0.53%
+4,950
46
$735K 0.51%
+6,055
47
$735K 0.51%
+8,095
48
$734K 0.51%
+5,935
49
$718K 0.5%
+53,630
50
$689K 0.48%
+12,550
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