PIA

Panoramic Investment Advisors Portfolio holdings

AUM $163M
1-Year Est. Return 15.78%
This Quarter Est. Return
1 Year Est. Return
+15.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$97.5M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1
+$9.74M
2
+$6.59M
3
+$4.57M
4
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$3.78M
5
ABT icon
Abbott
ABT
+$3.69M

Top Sells

No sells this quarter

Sector Composition

1 Communication Services 6.31%
2 Healthcare 5.14%
3 Financials 3.56%
4 Consumer Staples 3.05%
5 Technology 2.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$463K 0.47%
+9,342
52
$457K 0.47%
+26,117
53
$435K 0.45%
+2,838
54
$432K 0.44%
+9,607
55
$431K 0.44%
+6,575
56
$408K 0.42%
+8,599
57
$392K 0.4%
+6,177
58
$391K 0.4%
+3,545
59
$381K 0.39%
+13,500
60
$380K 0.39%
+3,132
61
$353K 0.36%
+4,291
62
$347K 0.36%
+1,400
63
$344K 0.35%
+4,160
64
$342K 0.35%
+7,130
65
$339K 0.35%
+10,115
66
$337K 0.35%
+8,523
67
$336K 0.34%
+3,335
68
$328K 0.34%
+6,437
69
$328K 0.34%
+18,080
70
$308K 0.32%
+4,808
71
$301K 0.31%
+5,050
72
$294K 0.3%
+9,620
73
$294K 0.3%
+4,189
74
$290K 0.3%
+6,500
75
$284K 0.29%
+1,484
1 2
3
4