PIA

Panoramic Investment Advisors Portfolio holdings

AUM $178M
1-Year Est. Return 18.61%
This Quarter Est. Return
1 Year Est. Return
+18.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$148M
AUM Growth
-$5.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$496K
2
+$368K
3
+$353K
4
NVDA icon
NVIDIA
NVDA
+$275K
5
DFLV icon
Dimensional US Large Cap Value ETF
DFLV
+$252K

Top Sells

1
+$620K
2
+$342K
3
+$262K
4
TSLA icon
Tesla
TSLA
+$250K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$240K

Sector Composition

1 Communication Services 4.76%
2 Financials 4.41%
3 Technology 4.02%
4 Real Estate 1.48%
5 Healthcare 1.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.77M 1.2%
68,650
27
$1.74M 1.17%
13,083
-306
28
$1.7M 1.15%
10,997
-145
29
$1.67M 1.13%
20,941
+347
30
$1.67M 1.13%
3,074
+52
31
$1.59M 1.07%
27,190
32
$1.54M 1.04%
4,099
+260
33
$1.49M 1.01%
56,996
+50
34
$1.47M 0.99%
30,474
35
$1.47M 0.99%
2,552
-21
36
$1.38M 0.93%
58,990
+1,294
37
$1.3M 0.88%
6,819
-16
38
$1.24M 0.84%
11,466
+2,536
39
$1.09M 0.74%
7,287
+9
40
$1.07M 0.72%
34,353
+2,427
41
$981K 0.66%
12,533
-100
42
$971K 0.66%
15,629
-362
43
$964K 0.65%
16,466
-100
44
$960K 0.65%
50,912
+4,658
45
$876K 0.59%
11,383
+107
46
$816K 0.55%
13,754
+52
47
$742K 0.5%
14,888
+1,038
48
$711K 0.48%
5,935
49
$697K 0.47%
4,552
-100
50
$695K 0.47%
11,905
-199
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2
3 4 5