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
$154M
AUM Growth
+$8.78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$1.77M
2
+$915K
3
+$514K
4
DFLV icon
Dimensional US Large Cap Value ETF
DFLV
+$443K
5
NVDA icon
NVIDIA
NVDA
+$386K

Top Sells

1
+$656K
2
+$501K
3
+$495K
4
DG icon
Dollar General
DG
+$423K
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$399K

Sector Composition

1 Communication Services 5.61%
2 Technology 4.05%
3 Financials 3.78%
4 Consumer Discretionary 1.65%
5 Real Estate 1.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$715K 0.47%
12,680
+130
52
$691K 0.45%
13,850
+6,190
53
$661K 0.43%
14,279
+3,065
54
$657K 0.43%
3,748
+311
55
$632K 0.41%
7,200
-895
56
$624K 0.41%
4,852
-31
57
$620K 0.4%
23,984
-1,050
58
$604K 0.39%
8,900
59
$595K 0.39%
5,480
+500
60
$586K 0.38%
4,652
61
$572K 0.37%
23,533
-2,104
62
$553K 0.36%
12,200
63
$541K 0.35%
7,727
+28
64
$523K 0.34%
11,880
+2,161
65
$510K 0.33%
4,321
+428
66
$508K 0.33%
9,156
-58
67
$506K 0.33%
13,250
68
$506K 0.33%
4,704
+704
69
$449K 0.29%
20,652
70
$445K 0.29%
8,550
+3,850
71
$432K 0.28%
2,046
+68
72
$425K 0.28%
7,278
-279
73
$423K 0.28%
8,174
-475
74
$421K 0.27%
11,675
75
$416K 0.27%
14,622
-1,335
1 2
3
4 5