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
$145M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$17.1M
2
+$6.42M
3
+$5.21M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$4.76M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$4.5M

Top Sells

No sells this quarter

Sector Composition

1 Communication Services 5.39%
2 Financials 3.31%
3 Technology 3.31%
4 Healthcare 2.03%
5 Real Estate 1.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$671K 0.46%
+25,034
52
$669K 0.46%
+33,945
53
$653K 0.45%
+8,900
54
$648K 0.45%
+25,637
55
$616K 0.43%
+3,437
56
$613K 0.42%
+4,883
57
$596K 0.41%
+4,652
58
$594K 0.41%
+19,658
59
$578K 0.4%
+12,200
60
$563K 0.39%
+9,214
61
$552K 0.38%
+7,699
62
$536K 0.37%
+4,980
63
$528K 0.36%
+2,017
64
$527K 0.36%
+11,214
65
$501K 0.35%
+18,978
66
$497K 0.34%
+13,250
67
$495K 0.34%
+17,089
68
$469K 0.32%
+4,000
69
$455K 0.31%
+8,649
70
$452K 0.31%
+9,719
71
$448K 0.31%
+7,557
72
$432K 0.3%
+1,978
73
$428K 0.3%
+3,893
74
$424K 0.29%
+6,692
75
$423K 0.29%
+5,007
1 2
3
4 5