PIA

Panoramic Investment Advisors Portfolio holdings

AUM $178M
1-Year Est. Return 18.61%
This Quarter Est. Return
1 Year Est. Return
+18.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$148M
AUM Growth
-$5.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$496K
2
+$368K
3
+$353K
4
NVDA icon
NVIDIA
NVDA
+$275K
5
DFLV icon
Dimensional US Large Cap Value ETF
DFLV
+$252K

Top Sells

1
+$620K
2
+$342K
3
+$262K
4
TSLA icon
Tesla
TSLA
+$250K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$240K

Sector Composition

1 Communication Services 4.76%
2 Financials 4.41%
3 Technology 4.02%
4 Real Estate 1.48%
5 Healthcare 1.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$376K 0.25%
7,544
+704
77
$368K 0.25%
+2,199
78
$368K 0.25%
2,834
+18
79
$365K 0.25%
1,381
+5
80
$349K 0.24%
11,050
81
$344K 0.23%
5,929
-151
82
$314K 0.21%
4,100
83
$305K 0.21%
1,242
-1
84
$304K 0.21%
13,789
+31
85
$299K 0.2%
2,050
86
$297K 0.2%
42,106
87
$287K 0.19%
642
-49
88
$286K 0.19%
5,788
+825
89
$283K 0.19%
4,075
90
$280K 0.19%
1,029
91
$279K 0.19%
7,525
92
$278K 0.19%
1,628
+9
93
$272K 0.18%
1,350
94
$268K 0.18%
1,036
-963
95
$268K 0.18%
2,334
-16
96
$267K 0.18%
758
-200
97
$263K 0.18%
7,500
98
$262K 0.18%
4,027
99
$256K 0.17%
2,854
100
$251K 0.17%
3,671
+11
1 2 3
4
5