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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
$185M
AUM Growth
+$902K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$560K
2
+$522K
3
+$504K
4
JANT icon
AllianzIM U.S. Equity Buffer10 Jan ETF
JANT
+$496K
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$487K

Top Sells

1
+$516K
2
+$377K
3
+$316K
4
SILA
Sila Realty Trust
SILA
+$239K
5
TGT icon
Target
TGT
+$234K

Sector Composition

1 Communication Services 4.99%
2 Technology 4.3%
3 Financials 3.34%
4 Consumer Discretionary 1.12%
5 Consumer Staples 1.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EVSM icon
51
Eaton Vance Short Duration Municipal Income ETF
EVSM
$720M
$952K 0.51%
18,968
+309
ISCV icon
52
iShares Morningstar Small-Cap Value ETF
ISCV
$663M
$943K 0.51%
13,572
+47
VYMI icon
53
Vanguard International High Dividend Yield ETF
VYMI
$19.3B
$865K 0.47%
9,175
+700
DBND icon
54
DoubleLine Opportunistic Bond ETF
DBND
$724M
$860K 0.47%
18,775
+3,650
EMXC icon
55
iShares MSCI Emerging Markets ex China ETF
EMXC
$23.6B
$856K 0.46%
10,883
+478
WELL icon
56
Welltower
WELL
$146B
$831K 0.45%
4,204
-48
RSP icon
57
Invesco S&P 500 Equal Weight ETF
RSP
$89.5B
$794K 0.43%
4,136
+740
CLOA icon
58
BlackRock ETF Trust II iShares AAA CLO Active ETF
CLOA
$2.18B
$787K 0.43%
15,191
+1,953
JEPQ icon
59
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$38.8B
$781K 0.42%
14,075
+270
XOM icon
60
Exxon Mobil
XOM
$617B
$740K 0.4%
4,364
+2
ICVT icon
61
iShares Convertible Bond ETF
ICVT
$6.92B
$690K 0.37%
6,779
+1,814
GLD icon
62
SPDR Gold Trust
GLD
$140B
$669K 0.36%
1,555
-31
BINC icon
63
BlackRock Flexible Income ETF
BINC
$16.2B
$660K 0.36%
12,700
+2,650
GPIQ icon
64
Goldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF
GPIQ
$4.49B
$647K 0.35%
13,083
+1,601
ITOT icon
65
iShares Core S&P Total US Stock Market ETF
ITOT
$91.5B
$623K 0.34%
4,373
+12
XLF icon
66
State Street Financial Select Sector SPDR ETF
XLF
$49.2B
$606K 0.33%
12,266
+258
MFIC icon
67
MidCap Financial Investment
MFIC
$852M
$603K 0.33%
53,630
IAU icon
68
iShares Gold Trust
IAU
$66.1B
$601K 0.32%
6,815
-369
FTCS icon
69
First Trust Capital Strength ETF
FTCS
$7.74B
$591K 0.32%
6,367
-146
SPLV icon
70
Invesco S&P 500 Low Volatility ETF
SPLV
$7.01B
$580K 0.31%
7,928
+36
TSLA icon
71
Tesla
TSLA
$1.49T
$574K 0.31%
1,543
+406
SYFI
72
AB Short Duration High Yield ETF
SYFI
$893M
$567K 0.31%
15,949
+1,645
OCTT icon
73
AllianzIM U.S. Equity Buffer10 Oct ETF
OCTT
$57.5M
$561K 0.3%
13,250
AVGO icon
74
Broadcom
AVGO
$1.86T
$559K 0.3%
1,806
-35
IJH icon
75
iShares Core S&P Mid-Cap ETF
IJH
$120B
$548K 0.3%
8,119
-10
1 2
3
4 5