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
$109M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$8.89M
2
+$6.74M
3
+$5.31M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$4.33M
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$3.88M

Top Sells

No sells this quarter

Sector Composition

1 Communication Services 7.17%
2 Financials 4.1%
3 Healthcare 2.94%
4 Technology 2.16%
5 Consumer Staples 1.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$539K 0.5%
+5,724
52
$518K 0.48%
+6,325
53
$511K 0.47%
+10,260
54
$506K 0.47%
+11,586
55
$493K 0.45%
+25,050
56
$483K 0.44%
+5,125
57
$470K 0.43%
+4,660
58
$451K 0.41%
+6,100
59
$444K 0.41%
+7,553
60
$427K 0.39%
+13,500
61
$417K 0.38%
+3,545
62
$403K 0.37%
+3,181
63
$390K 0.36%
+8,008
64
$382K 0.35%
+19,722
65
$366K 0.34%
+2,869
66
$339K 0.31%
+19,803
67
$337K 0.31%
+9,085
68
$318K 0.29%
+6,374
69
$316K 0.29%
+12,437
70
$314K 0.29%
+57,986
71
$311K 0.29%
+1,322
72
$305K 0.28%
+3,792
73
$302K 0.28%
+10,026
74
$297K 0.27%
+6,698
75
$289K 0.27%
+11,250
1 2
3
4