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
$154M
AUM Growth
+$8.78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$1.77M
2
+$915K
3
+$514K
4
DFLV icon
Dimensional US Large Cap Value ETF
DFLV
+$443K
5
NVDA icon
NVIDIA
NVDA
+$386K

Top Sells

1
+$656K
2
+$501K
3
+$495K
4
DG icon
Dollar General
DG
+$423K
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$399K

Sector Composition

1 Communication Services 5.61%
2 Technology 4.05%
3 Financials 3.78%
4 Consumer Discretionary 1.65%
5 Real Estate 1.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$366K 0.24%
1,510
+105
77
$357K 0.23%
11,050
78
$349K 0.23%
1,376
-30
79
$342K 0.22%
2,816
+39
80
$341K 0.22%
1,029
+95
81
$336K 0.22%
6,787
+39
82
$336K 0.22%
691
+104
83
$331K 0.22%
6,840
+710
84
$328K 0.21%
958
+158
85
$325K 0.21%
6,080
-612
86
$319K 0.21%
13,758
+228
87
$306K 0.2%
4,100
88
$298K 0.19%
4,027
-20
89
$298K 0.19%
+1,243
90
$290K 0.19%
7,525
91
$287K 0.19%
42,106
92
$287K 0.19%
1,350
93
$286K 0.19%
2,350
-1
94
$284K 0.18%
2,854
-312
95
$282K 0.18%
2,050
-2,900
96
$280K 0.18%
4,075
97
$267K 0.17%
7,500
98
$265K 0.17%
1,619
+18
99
$250K 0.16%
+4,963
100
$243K 0.16%
10,550
+500
2 3
4
5 6