PIA

Panoramic Investment Advisors Portfolio holdings

AUM $185M
1-Year Est. Return 18.14%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$178M
AUM Growth
+$15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$1.02M
2
+$953K
3
+$660K
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$618K
5
DFLV icon
Dimensional US Large Cap Value ETF
DFLV
+$576K

Top Sells

1
+$2.2M
2
+$1.28M
3
+$912K
4
VTV icon
Vanguard Value ETF
VTV
+$400K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$229K

Sector Composition

1 Technology 5.02%
2 Communication Services 4.9%
3 Financials 3.65%
4 Consumer Discretionary 1.25%
5 Consumer Staples 1.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.28M 1.28%
88,736
+1,429
27
$2.26M 1.27%
24,216
-48
28
$2.23M 1.25%
79,831
+13,998
29
$1.97M 1.11%
44,194
+80
30
$1.95M 1.1%
21,897
+780
31
$1.91M 1.08%
68,250
32
$1.86M 1.05%
24,403
-124
33
$1.8M 1.01%
2,453
-140
34
$1.77M 1%
3,426
-190
35
$1.65M 0.93%
8,429
-6,975
36
$1.64M 0.93%
27,235
-144
37
$1.61M 0.9%
12,007
-100
38
$1.53M 0.86%
6,957
+83
39
$1.47M 0.83%
10,457
+3,271
40
$1.27M 0.72%
13,333
+800
41
$1.25M 0.7%
34,102
+522
42
$1.16M 0.65%
15,724
+55
43
$1.09M 0.61%
54,383
+3,180
44
$1.03M 0.58%
+30,211
45
$980K 0.55%
14,566
46
$972K 0.55%
11,573
+1
47
$929K 0.52%
18,428
+1,011
48
$905K 0.51%
10,641
+356
49
$896K 0.5%
13,442
+62
50
$781K 0.44%
13,580
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