PIA

Panoramic Investment Advisors Portfolio holdings

AUM $178M
1-Year Est. Return 18.61%
This Quarter Est. Return
1 Year Est. Return
+18.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$148M
AUM Growth
-$5.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$496K
2
+$368K
3
+$353K
4
NVDA icon
NVIDIA
NVDA
+$275K
5
DFLV icon
Dimensional US Large Cap Value ETF
DFLV
+$252K

Top Sells

1
+$620K
2
+$342K
3
+$262K
4
TSLA icon
Tesla
TSLA
+$250K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$240K

Sector Composition

1 Communication Services 4.76%
2 Financials 4.41%
3 Technology 4.02%
4 Real Estate 1.48%
5 Healthcare 1.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$694K 0.47%
15,394
+1,115
52
$690K 0.47%
53,630
53
$657K 0.44%
12,680
54
$656K 0.44%
8,900
55
$649K 0.44%
3,748
56
$610K 0.41%
6,810
-390
57
$608K 0.41%
22,764
-769
58
$579K 0.39%
7,755
+28
59
$567K 0.38%
4,649
-203
60
$562K 0.38%
12,175
-25
61
$560K 0.38%
4,708
+4
62
$534K 0.36%
5,480
63
$529K 0.36%
4,429
+108
64
$502K 0.34%
9,121
-35
65
$493K 0.33%
13,250
66
$465K 0.31%
12,410
+530
67
$461K 0.31%
2,107
+61
68
$448K 0.3%
8,550
69
$438K 0.3%
1,520
+10
70
$431K 0.29%
7,153
-125
71
$426K 0.29%
12,125
+450
72
$400K 0.27%
6,787
73
$400K 0.27%
13,199
-1,423
74
$388K 0.26%
18,501
-2,151
75
$382K 0.26%
7,293
-881
1 2
3
4 5