PIA

Panoramic Investment Advisors Portfolio holdings

AUM $184M
1-Year Est. Return 17.37%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.37%
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
+$2.43M
2
+$1.55M
3
+$789K
4
VUG icon
Vanguard Growth ETF
VUG
+$583K
5
COST icon
Costco
COST
+$547K

Top Sells

1
+$2.04M
2
+$694K
3
+$495K
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
+$357K

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
26
$2M 1.23%
12,642
+1,176
27
$1.92M 1.18%
10,903
-94
28
$1.91M 1.18%
2,593
+41
29
$1.88M 1.15%
68,250
-400
30
$1.87M 1.15%
44,114
+426
31
$1.8M 1.1%
3,616
-483
32
$1.8M 1.1%
64,026
+7,030
33
$1.77M 1.09%
21,117
+176
34
$1.67M 1.02%
65,833
+6,843
35
$1.66M 1.02%
24,527
-2,663
36
$1.65M 1.01%
12,107
-976
37
$1.51M 0.93%
6,874
+55
38
$1.49M 0.92%
27,379
-3,095
39
$1.16M 0.71%
33,580
-773
40
$1.14M 0.7%
12,533
41
$1.08M 0.66%
15,669
+40
42
$1M 0.61%
51,203
+291
43
$949K 0.58%
7,186
-101
44
$920K 0.57%
11,572
+189
45
$914K 0.56%
14,566
-1,900
46
$871K 0.53%
17,417
+2,529
47
$839K 0.51%
+10,285
48
$821K 0.5%
13,380
-374
49
$739K 0.45%
13,580
+900
50
$709K 0.44%
8,850
-50
1
2
3 4 5