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
$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
XLF icon
76
Financial Select Sector SPDR Fund
XLF
$53.9B
$376K 0.25%
7,544
+704
AVGO icon
77
Broadcom
AVGO
$1.62T
$368K 0.25%
+2,199
VDE icon
78
Vanguard Energy ETF
VDE
$7.17B
$368K 0.25%
2,834
+18
VHT icon
79
Vanguard Health Care ETF
VHT
$16.2B
$365K 0.25%
1,381
+5
JUNT icon
80
AllianzIM U.S. Large Cap Buffer10 Jun ETF
JUNT
$24.1M
$349K 0.24%
11,050
O icon
81
Realty Income
O
$55.1B
$344K 0.23%
5,929
-151
BIV icon
82
Vanguard Intermediate-Term Bond ETF
BIV
$25.4B
$314K 0.21%
4,100
JPM icon
83
JPMorgan Chase
JPM
$809B
$305K 0.21%
1,242
-1
SCHX icon
84
Schwab US Large- Cap ETF
SCHX
$61B
$304K 0.21%
13,789
+31
XLV icon
85
Health Care Select Sector SPDR Fund
XLV
$36B
$299K 0.2%
2,050
FSCO
86
FS Credit Opportunities Corp
FSCO
$1.34B
$297K 0.2%
42,106
LMT icon
87
Lockheed Martin
LMT
$113B
$287K 0.19%
642
-49
EVLN icon
88
Eaton Vance Floating-Rate ETF
EVLN
$1.47B
$286K 0.19%
5,788
+825
FNCL icon
89
Fidelity MSCI Financials Index ETF
FNCL
$2.31B
$283K 0.19%
4,075
ETN icon
90
Eaton
ETN
$145B
$280K 0.19%
1,029
APRT icon
91
AllianzIM US Large Cap Buffer10 Apr ETF
APRT
$43.8M
$279K 0.19%
7,525
VPU icon
92
Vanguard Utilities ETF
VPU
$7.92B
$278K 0.19%
1,628
+9
MGC icon
93
Vanguard Mega Cap 300 Index ETF
MGC
$8.24B
$272K 0.18%
1,350
TSLA icon
94
Tesla
TSLA
$1.46T
$268K 0.18%
1,036
-963
SUSA icon
95
iShares ESG Optimized MSCI USA ETF
SUSA
$3.69B
$268K 0.18%
2,334
-16
CRWD icon
96
CrowdStrike
CRWD
$126B
$267K 0.18%
758
-200
OCTW icon
97
AllianzIM U.S. Large Cap Buffer20 Oct ETF
OCTW
$182M
$263K 0.18%
7,500
GBTC icon
98
Grayscale Bitcoin Trust
GBTC
$43.2B
$262K 0.18%
4,027
MRK icon
99
Merck
MRK
$219B
$256K 0.17%
2,854
FHLC icon
100
Fidelity MSCI Health Care Index ETF
FHLC
$2.61B
$251K 0.17%
3,671
+11
1 2 3
4
5