PIA

Panoramic Investment Advisors Portfolio holdings

AUM $184M
1-Year Est. Return 17.37%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$163M
AUM Growth
+$14.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$2.43M
2
+$1.55M
3
+$789K
4
VUG icon
Vanguard Growth ETF
VUG
+$583K
5
COST icon
Costco
COST
+$547K

Top Sells

1
+$2.04M
2
+$694K
3
+$495K
4
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$465K
5
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$357K

Sector Composition

1 Communication Services 4.85%
2 Technology 4.67%
3 Financials 3.92%
4 Consumer Discretionary 1.27%
5 Healthcare 1.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$681K 0.42%
3,748
52
$677K 0.42%
53,630
53
$654K 0.4%
4,252
-300
54
$619K 0.38%
2,030
+510
55
$611K 0.38%
4,528
-121
56
$611K 0.38%
6,720
-90
57
$597K 0.37%
11,399
+3,855
58
$580K 0.36%
9,184
+63
59
$569K 0.35%
7,818
+63
60
$563K 0.35%
12,175
61
$544K 0.33%
+550
62
$532K 0.33%
13,250
63
$509K 0.31%
1,847
-352
64
$508K 0.31%
4,711
+3
65
$493K 0.3%
968
+210
66
$485K 0.3%
3,813
-616
67
$483K 0.3%
7,787
-4,118
68
$464K 0.29%
2,119
+12
69
$458K 0.28%
12,125
70
$457K 0.28%
+1,130
71
$452K 0.28%
8,550
72
$446K 0.27%
7,114
-39
73
$426K 0.26%
6,830
+43
74
$400K 0.25%
+2,262
75
$381K 0.23%
16,099
-6,665
1 2
3
4 5