PIA

Panoramic Investment Advisors Portfolio holdings

AUM $185M
1-Year Est. Return 18.14%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$178M
AUM Growth
+$15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$1.02M
2
+$953K
3
+$660K
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$618K
5
DFLV icon
Dimensional US Large Cap Value ETF
DFLV
+$576K

Top Sells

1
+$2.2M
2
+$1.28M
3
+$912K
4
VTV icon
Vanguard Value ETF
VTV
+$400K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$229K

Sector Composition

1 Technology 5.02%
2 Communication Services 4.9%
3 Financials 3.65%
4 Consumer Discretionary 1.25%
5 Consumer Staples 1.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$758K 0.43%
8,950
+100
52
$757K 0.43%
4,252
53
$703K 0.4%
3,706
-42
54
$698K 0.39%
+27,925
55
$687K 0.39%
10,173
+989
56
$645K 0.36%
4,425
-103
57
$643K 0.36%
53,630
58
$617K 0.35%
6,590
-130
59
$614K 0.35%
11,403
+4
60
$607K 0.34%
1,841
-6
61
$577K 0.32%
7,854
+36
62
$567K 0.32%
12,175
63
$565K 0.32%
5,011
+300
64
$565K 0.32%
13,250
65
$544K 0.31%
1,530
-500
66
$530K 0.3%
8,128
+341
67
$512K 0.29%
7,030
+200
68
$502K 0.28%
3,825
+12
69
$482K 0.27%
12,125
70
$479K 0.27%
1,076
-13
71
$455K 0.26%
2,130
+11
72
$455K 0.26%
8,550
73
$450K 0.25%
918
-50
74
$416K 0.23%
449
-101
75
$410K 0.23%
6,819
-295
1 2
3
4 5