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
$136M
AUM Growth
+$20M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$5.25M
2
+$4.92M
3
+$834K
4
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$698K
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$635K

Top Sells

1
+$1.48M
2
+$978K
3
+$630K
4
TOL icon
Toll Brothers
TOL
+$556K
5
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$344K

Sector Composition

1 Communication Services 5.96%
2 Financials 3.46%
3 Technology 3.01%
4 Healthcare 2.9%
5 Consumer Discretionary 1.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$354K 0.26%
6,541
+77
77
$336K 0.25%
4,450
+1,200
78
$329K 0.24%
11,250
79
$329K 0.24%
+11,862
80
$329K 0.24%
11,329
+4,118
81
$326K 0.24%
2,990
+37
82
$315K 0.23%
6,101
+36
83
$295K 0.22%
3,290
+141
84
$292K 0.22%
934
+13
85
$287K 0.21%
6,287
-4,906
86
$277K 0.2%
6,393
87
$276K 0.2%
2,045
+237
88
$275K 0.2%
3,939
-304
89
$273K 0.2%
6,500
90
$267K 0.2%
587
-9
91
$267K 0.2%
3,086
+9
92
$265K 0.2%
+6,316
93
$264K 0.19%
1,852
-352
94
$263K 0.19%
1,277
-91
95
$262K 0.19%
1,400
-100
96
$261K 0.19%
3,988
97
$260K 0.19%
6,161
+758
98
$257K 0.19%
43,381
-925
99
$254K 0.19%
7,500
100
$253K 0.19%
4,255
-1,000
1 2 3
4
5