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
$116M
AUM Growth
+$6.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$925K
2
+$756K
3
+$412K
4
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$351K
5
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$333K

Top Sells

1
+$3.09M
2
+$620K
3
+$402K
4
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$394K
5
FSMB icon
First Trust Short Duration Managed Municipal ETF
FSMB
+$382K

Sector Composition

1 Communication Services 6.84%
2 Financials 3.9%
3 Healthcare 3.04%
4 Technology 2.95%
5 Consumer Discretionary 1.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$313K 0.27%
11,250
77
$306K 0.26%
9,825
78
$302K 0.26%
2,204
-665
79
$297K 0.26%
2,953
80
$287K 0.25%
+3,988
81
$281K 0.24%
5,255
-100
82
$280K 0.24%
3,149
83
$280K 0.24%
6,393
-305
84
$275K 0.24%
4,243
-432
85
$272K 0.24%
3,077
-62
86
$270K 0.23%
596
+50
87
$270K 0.23%
+5,450
88
$262K 0.23%
1,368
-66
89
$258K 0.22%
+6,500
90
$256K 0.22%
29,827
-1,085
91
$254K 0.22%
1,500
92
$251K 0.22%
44,306
-13,680
93
$248K 0.21%
3,250
94
$245K 0.21%
7,793
+233
95
$245K 0.21%
7,500
96
$229K 0.2%
23,000
+7,500
97
$222K 0.19%
+1,808
98
$222K 0.19%
+921
99
$217K 0.19%
3,502
-41
100
$208K 0.18%
+7,211
1 2 3
4
5