PIA

Panoramic Investment Advisors Portfolio holdings

AUM $184M
1-Year Est. Return 17.37%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$163M
AUM Growth
+$14.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$2.43M
2
+$1.55M
3
+$789K
4
VUG icon
Vanguard Growth ETF
VUG
+$583K
5
COST icon
Costco
COST
+$547K

Top Sells

1
+$2.04M
2
+$694K
3
+$495K
4
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$465K
5
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$357K

Sector Composition

1 Communication Services 4.85%
2 Technology 4.67%
3 Financials 3.92%
4 Consumer Discretionary 1.27%
5 Healthcare 1.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$376K 0.23%
11,050
77
$367K 0.23%
1,029
78
$360K 0.22%
1,242
79
$358K 0.22%
2,900
-3,035
80
$356K 0.22%
6,748
-545
81
$356K 0.22%
9,690
-3,509
82
$346K 0.21%
1,089
+53
83
$342K 0.21%
4,027
84
$340K 0.21%
2,853
+19
85
$338K 0.21%
13,819
+30
86
$335K 0.21%
+3,392
87
$325K 0.2%
5,634
-295
88
$324K 0.2%
15,634
-2,867
89
$317K 0.19%
4,100
90
$311K 0.19%
1,250
-131
91
$295K 0.18%
7,525
92
$289K 0.18%
1,637
+9
93
$289K 0.18%
3,900
-175
94
$278K 0.17%
7,500
95
$276K 0.17%
5,529
-259
96
$274K 0.17%
11,300
+750
97
$273K 0.17%
2,025
-25
98
$270K 0.17%
1,200
-150
99
$264K 0.16%
+1,937
100
$263K 0.16%
2,077
-257
2 3
4
5 6