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
$136M
AUM Growth
+$20M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$5.25M
2
+$4.92M
3
+$834K
4
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$698K
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$635K

Top Sells

1
+$1.48M
2
+$978K
3
+$630K
4
TOL icon
Toll Brothers
TOL
+$556K
5
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$344K

Sector Composition

1 Communication Services 5.96%
2 Financials 3.46%
3 Technology 3.01%
4 Healthcare 2.9%
5 Consumer Discretionary 1.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$658K 0.48%
5,705
+92
52
$645K 0.48%
14,050
+5,150
53
$623K 0.46%
9,050
-25
54
$557K 0.41%
6,670
-106
55
$553K 0.41%
5,380
+2,225
56
$544K 0.4%
5,825
-400
57
$544K 0.4%
3,210
+535
58
$534K 0.39%
4,046
-184
59
$526K 0.39%
9,132
-5,975
60
$524K 0.39%
18,695
+3,299
61
$508K 0.37%
+8,909
62
$503K 0.37%
7,635
+37
63
$494K 0.36%
13,750
64
$468K 0.35%
5,180
-270
65
$466K 0.34%
24,709
+4,266
66
$445K 0.33%
8,686
-563
67
$425K 0.31%
22,309
-2,741
68
$418K 0.31%
3,598
+53
69
$396K 0.29%
+8,065
70
$392K 0.29%
3,830
+115
71
$385K 0.28%
11,675
+1,850
72
$385K 0.28%
3,483
-978
73
$379K 0.28%
1,401
+69
74
$374K 0.28%
2,837
+21
75
$373K 0.28%
1,828
+147
1 2
3
4 5