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
$109M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$8.89M
2
+$6.74M
3
+$5.31M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$4.33M
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$3.88M

Top Sells

No sells this quarter

Sector Composition

1 Communication Services 7.17%
2 Financials 4.1%
3 Healthcare 2.94%
4 Technology 2.16%
5 Consumer Staples 1.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$283K 0.26%
+4,675
77
$281K 0.26%
+3,155
78
$276K 0.25%
+9,825
79
$276K 0.25%
+18,156
80
$275K 0.25%
+30,912
81
$274K 0.25%
+1,501
82
$266K 0.24%
+2,953
83
$262K 0.24%
+1,850
84
$260K 0.24%
+3,149
85
$249K 0.23%
+5,355
86
$246K 0.23%
+1,434
87
$237K 0.22%
+3,139
88
$235K 0.22%
+3,250
89
$233K 0.21%
+7,500
90
$228K 0.21%
+1,500
91
$223K 0.21%
+546
92
$215K 0.2%
+7,560
93
$211K 0.19%
+3,150
94
$204K 0.19%
+814
95
$203K 0.19%
+3,543
96
$192K 0.18%
+13,651
97
$169K 0.16%
+13,606
98
$124K 0.11%
+15,500
99
$7.9K 0.01%
+438
1 2 3
4