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
$145M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$17.1M
2
+$6.42M
3
+$5.21M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$4.76M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$4.5M

Top Sells

No sells this quarter

Sector Composition

1 Communication Services 5.39%
2 Financials 3.31%
3 Technology 3.31%
4 Healthcare 2.03%
5 Real Estate 1.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$416K 0.29%
+15,957
77
$410K 0.28%
+11,675
78
$407K 0.28%
+20,652
79
$397K 0.27%
+1,406
80
$385K 0.27%
+7,660
81
$360K 0.25%
+3,166
82
$350K 0.24%
+11,050
83
$343K 0.24%
+587
84
$341K 0.24%
+1,405
85
$340K 0.24%
+2,777
86
$335K 0.23%
+6,748
87
$334K 0.23%
+6,218
88
$321K 0.22%
+4,100
89
$310K 0.21%
+934
90
$306K 0.21%
+13,530
91
$284K 0.2%
+7,525
92
$283K 0.2%
+2,351
93
$279K 0.19%
+1,350
94
$279K 0.19%
+1,601
95
$278K 0.19%
+6,130
96
$267K 0.18%
+42,106
97
$266K 0.18%
+3,648
98
$263K 0.18%
+7,500
99
$263K 0.18%
+2,702
100
$260K 0.18%
+4,075
1 2 3
4
5