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
$163M
AUM Growth
+$14.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$2.63M
2
+$1.55M
3
+$839K
4
VUG icon
Vanguard Growth ETF
VUG
+$648K
5
COST icon
Costco
COST
+$544K

Top Sells

1
+$2.07M
2
+$694K
3
+$502K
4
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$465K
5
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$375K

Sector Composition

1 Communication Services 4.85%
2 Technology 4.67%
3 Financials 3.92%
4 Consumer Discretionary 1.27%
5 Healthcare 1.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NVDA icon
26
NVIDIA
NVDA
$4.49T
$2M 1.23%
12,642
+1,176
GOOGL icon
27
Alphabet (Google) Class A
GOOGL
$3.99T
$1.92M 1.18%
10,903
-94
META icon
28
Meta Platforms (Facebook)
META
$1.63T
$1.91M 1.18%
2,593
+41
MAXJ
29
iShares Large Cap Max Buffer Jun ETF
MAXJ
$157M
$1.88M 1.15%
68,250
-400
XLE icon
30
State Street Energy Select Sector SPDR ETF
XLE
$29.9B
$1.87M 1.15%
44,114
+426
MSFT icon
31
Microsoft
MSFT
$3.35T
$1.8M 1.1%
3,616
-483
SCHM icon
32
Schwab US Mid-Cap ETF
SCHM
$13.2B
$1.8M 1.1%
64,026
+7,030
DGRW icon
33
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$16.1B
$1.77M 1.09%
21,117
+176
SCHA icon
34
Schwab U.S Small- Cap ETF
SCHA
$21B
$1.67M 1.02%
65,833
+6,843
QQH icon
35
HCM Defender 100 Index ETF
QQH
$699M
$1.66M 1.02%
24,527
-2,663
ABT icon
36
Abbott
ABT
$189B
$1.65M 1.01%
12,107
-976
AMZN icon
37
Amazon
AMZN
$2.51T
$1.51M 0.93%
6,874
+55
LGH icon
38
HCM Defender 500 Index ETF
LGH
$583M
$1.49M 0.92%
27,379
-3,095
IDV icon
39
iShares International Select Dividend ETF
IDV
$7.07B
$1.16M 0.71%
33,580
-773
SCHW icon
40
Charles Schwab
SCHW
$185B
$1.14M 0.7%
12,533
VXUS icon
41
Vanguard Total International Stock ETF
VXUS
$127B
$1.08M 0.66%
15,669
+40
PCEF icon
42
Invesco CEF Income Composite ETF
PCEF
$832M
$1M 0.61%
51,203
+291
PEP icon
43
PepsiCo
PEP
$197B
$949K 0.58%
7,186
-101
DTD icon
44
WisdomTree US Total Dividend Fund
DTD
$1.5B
$920K 0.57%
11,572
+189
RDVY icon
45
First Trust Rising Dividend Achievers ETF
RDVY
$20.1B
$914K 0.56%
14,566
-1,900
EVSM icon
46
Eaton Vance Short Duration Municipal Income ETF
EVSM
$597M
$871K 0.53%
17,417
+2,529
GSEW icon
47
Goldman Sachs Equal Weight US Large Cap Equity ETF
GSEW
$1.57B
$839K 0.51%
+10,285
ISCV icon
48
iShares Morningstar Small-Cap Value ETF
ISCV
$623M
$821K 0.5%
13,380
-374
JEPQ icon
49
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$34.1B
$739K 0.45%
13,580
+900
VYMI icon
50
Vanguard International High Dividend Yield ETF
VYMI
$15.5B
$709K 0.44%
8,850
-50
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