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
$97.5M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1
+$9.74M
2
+$6.59M
3
+$4.57M
4
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$3.78M
5
ABT icon
Abbott
ABT
+$3.69M

Top Sells

No sells this quarter

Sector Composition

1 Communication Services 6.31%
2 Healthcare 5.14%
3 Financials 3.56%
4 Consumer Staples 3.05%
5 Technology 2.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$280K 0.29%
+34,388
77
$276K 0.28%
+23,770
78
$268K 0.27%
+2,668
79
$267K 0.27%
+2,640
80
$253K 0.26%
+19,185
81
$251K 0.26%
+7,184
82
$244K 0.25%
+8,966
83
$241K 0.25%
+496
84
$232K 0.24%
+1,750
85
$231K 0.24%
+1,359
86
$227K 0.23%
+8,414
87
$224K 0.23%
+6,480
88
$214K 0.22%
+2,011
89
$209K 0.21%
+7,500
90
$200K 0.21%
+5,854
91
$195K 0.2%
+13,518
92
$193K 0.2%
+10,491
93
$177K 0.18%
+37,509
94
$9.64K 0.01%
+438
1 2 3
4