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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
$185M
AUM Growth
+$902K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$560K
2
+$522K
3
+$504K
4
JANT icon
AllianzIM U.S. Equity Buffer10 Jan ETF
JANT
+$496K
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$487K

Top Sells

1
+$516K
2
+$377K
3
+$316K
4
SILA
Sila Realty Trust
SILA
+$239K
5
TGT icon
Target
TGT
+$234K

Sector Composition

1 Communication Services 4.99%
2 Technology 4.3%
3 Financials 3.34%
4 Consumer Discretionary 1.12%
5 Consumer Staples 1.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PNC icon
76
PNC Financial Services
PNC
$93.2B
$535K 0.29%
+2,572
VDE icon
77
Vanguard Energy ETF
VDE
$9.83B
$503K 0.27%
2,905
+14
VDC icon
78
Vanguard Consumer Staples ETF
VDC
$7.88B
$483K 0.26%
2,151
+9
SLV icon
79
iShares Silver Trust
SLV
$31.5B
$474K 0.26%
6,954
+611
VFH icon
80
Vanguard Financials ETF
VFH
$12.5B
$471K 0.25%
3,902
+12
DSI icon
81
iShares MSCI KLD 400 Social ETF
DSI
$5.25B
$449K 0.24%
3,701
+1,696
COST icon
82
Costco
COST
$430B
$447K 0.24%
449
CRWD icon
83
CrowdStrike
CRWD
$164B
$401K 0.22%
1,028
+130
JUNT icon
84
AllianzIM U.S. Equity Buffer10 Jun ETF
JUNT
$25.2M
$397K 0.21%
11,050
+750
IJJ icon
85
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.56B
$384K 0.21%
2,900
+250
BIV icon
86
Vanguard Intermediate-Term Bond ETF
BIV
$28.6B
$374K 0.2%
4,850
+750
IHI icon
87
iShares US Medical Devices ETF
IHI
$3.11B
$355K 0.19%
6,650
+1
ETN icon
88
Eaton
ETN
$156B
$354K 0.19%
989
IBD icon
89
Inspire Corporate Bond ETF
IBD
$466M
$346K 0.19%
14,500
+4,000
MRK icon
90
Merck
MRK
$295B
$346K 0.19%
2,875
+102
SCHX icon
91
Schwab US Large- Cap ETF
SCHX
$70.8B
$339K 0.18%
13,216
-662
O icon
92
Realty Income
O
$57.1B
$339K 0.18%
5,538
+56
VHT icon
93
Vanguard Health Care ETF
VHT
$17B
$333K 0.18%
1,221
+4
SCHF icon
94
Schwab International Equity ETF
SCHF
$64.6B
$328K 0.18%
13,240
+1,108
JPM icon
95
JPMorgan Chase
JPM
$838B
$324K 0.18%
1,103
+90
APRT icon
96
AllianzIM U.S. Equity Buffer10 Apr ETF
APRT
$47.7M
$320K 0.17%
7,525
+1,250
VPU icon
97
Vanguard Utilities ETF
VPU
$8.46B
$318K 0.17%
1,607
-47
PLTR icon
98
Palantir
PLTR
$317B
$315K 0.17%
2,156
+200
MSTR icon
99
Strategy Inc
MSTR
$41.3B
$314K 0.17%
+2,516
JANW icon
100
AllianzIM U.S. Equity Buffer20 Jan ETF
JANW
$346M
$291K 0.16%
+7,970
2 3
4
5 6