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
$154M
AUM Growth
+$8.78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$1.77M
2
+$915K
3
+$514K
4
DFLV icon
Dimensional US Large Cap Value ETF
DFLV
+$443K
5
NVDA icon
NVIDIA
NVDA
+$386K

Top Sells

1
+$656K
2
+$501K
3
+$495K
4
DG icon
Dollar General
DG
+$423K
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$399K

Sector Composition

1 Communication Services 5.61%
2 Technology 4.05%
3 Financials 3.78%
4 Consumer Discretionary 1.65%
5 Real Estate 1.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.88M 1.22%
3,022
+34
27
$1.87M 1.22%
21,867
+1,144
28
$1.82M 1.19%
27,190
+36
29
$1.79M 1.17%
68,650
+11,750
30
$1.67M 1.09%
20,594
+1,821
31
$1.62M 1.05%
3,839
+451
32
$1.59M 1.03%
30,474
+68
33
$1.58M 1.03%
56,946
+948
34
$1.51M 0.99%
13,389
-862
35
$1.51M 0.98%
2,573
+52
36
$1.5M 0.98%
6,835
+540
37
$1.49M 0.97%
57,696
+1,540
38
$1.2M 0.78%
8,930
+2,875
39
$1.11M 0.72%
7,278
-1,089
40
$980K 0.64%
16,566
41
$942K 0.61%
15,991
-479
42
$935K 0.61%
12,633
+365
43
$886K 0.58%
46,254
+12,309
44
$874K 0.57%
31,926
+12,268
45
$869K 0.57%
13,702
+227
46
$855K 0.56%
11,276
+688
47
$807K 0.53%
1,999
-18
48
$754K 0.49%
12,104
-581
49
$742K 0.48%
5,935
50
$723K 0.47%
53,630
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2
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