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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
-2.74%
1 Year Est. Return
+18.14%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$109M
AUM Growth
–
Cap. Flow
+$113M
Cap. Flow
% of AUM
103.57%
Top 10 Holdings %
Top 10 Hldgs %
41.47%
Holding
99
New
99
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
|
+$9.26M |
| 2 |
Schwab US Dividend Equity ETF
SCHD
|
+$7.01M |
| 3 |
Alphabet (Google) Class C
GOOG
|
+$5.24M |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
+$4.44M |
| 5 |
SCHV
Schwab US Large-Cap Value ETF
SCHV
|
+$4.05M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Communication Services | 7.17% |
| 2 | Financials | 4.1% |
| 3 | Healthcare | 2.94% |
| 4 | Technology | 2.16% |
| 5 | Consumer Staples | 1.92% |
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Panoramic Investment Advisors's Q3 2023 Portfolio in Review
Q3 2023 is the first quarter with a 13F filing on record for Panoramic Investment Advisors, which disclosed 99 positions worth $109M. Its ten largest holdings account for 41% of the portfolio.
Its largest position is State Street SPDR Portfolio S&P 500 ETF: 176,979 shares worth $8.89M.
By sector, the portfolio is most concentrated in Communication Services at 7.2% of assets, followed by Financials and Healthcare.
- Panoramic Investment Advisors's largest Q3 2023 buy was State Street SPDR Portfolio S&P 500 ETF: 176,979 shares worth $8.89M.
- Panoramic Investment Advisors's ten largest holdings make up 41% of its $109M portfolio in Q3 2023.
- Panoramic Investment Advisors disclosed 99 positions in Q3 2023, its first 13F filing on record.
Based on Panoramic Investment Advisors's 13F filing for Q3 2023, filed 16 Nov 2023.