PIA
Panoramic Investment Advisors Portfolio holdings
AUM
$163M
1-Year Return
15.78%
This Quarter Return
-2.72%
1 Year Return
+15.78%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$148M
AUM Growth
-$5.42M
(-3.5%)
Cap. Flow
-$163K
Cap. Flow
% of AUM
-0.11%
Top 10 Holdings %
Top 10 Hldgs %
38.65%
Holding
120
New
2
Increased
47
Reduced
37
Closed
5
Top Buys
| 1 |
Vanguard Core Plus Bond ETF
VPLS
|
$496K |
| 2 |
Broadcom
AVGO
|
$368K |
| 3 |
Berkshire Hathaway Class B
BRK.B
|
$353K |
| 4 |
NVIDIA
NVDA
|
$275K |
| 5 |
Dimensional US Large Cap Value ETF
DFLV
|
$252K |
Top Sells
| 1 |
Schwab US TIPS ETF
SCHP
|
$620K |
| 2 |
VanEck Morningstar Wide Moat ETF
MOAT
|
$342K |
| 3 |
Alphabet (Google) Class C
GOOG
|
$262K |
| 4 |
Tesla
TSLA
|
$250K |
| 5 |
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% |
