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
$116M
AUM Growth
+$6.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$925K
2
+$756K
3
+$412K
4
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$351K
5
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$333K

Top Sells

1
+$3.09M
2
+$620K
3
+$402K
4
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$394K
5
FSMB icon
First Trust Short Duration Managed Municipal ETF
FSMB
+$382K

Sector Composition

1 Communication Services 6.84%
2 Financials 3.9%
3 Healthcare 3.04%
4 Technology 2.95%
5 Consumer Discretionary 1.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$591K 0.51%
5,613
-111
52
$561K 0.49%
6,225
-100
53
$531K 0.46%
4,660
54
$529K 0.46%
6,776
-2,506
55
$516K 0.45%
11,193
-393
56
$500K 0.43%
25,050
57
$483K 0.42%
4,461
-664
58
$476K 0.41%
7,598
+45
59
$474K 0.41%
9,249
-1,011
60
$470K 0.41%
13,750
+250
61
$461K 0.4%
4,230
-1,050
62
$431K 0.37%
15,396
+2,959
63
$422K 0.36%
2,675
+825
64
$412K 0.36%
+8,900
65
$371K 0.32%
6,464
+90
66
$367K 0.32%
20,443
+640
67
$354K 0.31%
3,545
68
$343K 0.3%
3,715
-77
69
$334K 0.29%
1,332
+10
70
$330K 0.29%
2,816
-365
71
$327K 0.28%
1,315
+501
72
$325K 0.28%
3,155
73
$321K 0.28%
1,681
+180
74
$316K 0.27%
7,865
-1,220
75
$315K 0.27%
6,065
-1,943
1 2
3
4 5