PIA
Panoramic Investment Advisors Portfolio holdings
AUM
$163M
This Quarter Return
-2.74%
1 Year Return
+15.78%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$109M
AUM Growth
–
Cap. Flow
+$109M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
41.47%
Holding
99
New
99
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$8.89M |
| 2 |
Schwab US Dividend Equity ETF
SCHD
|
$6.74M |
| 3 |
Alphabet (Google) Class C
GOOG
|
$5.31M |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
$4.33M |
| 5 |
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% |
