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
$163M
AUM Growth
+$14.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$2.63M
2
+$1.55M
3
+$839K
4
VUG icon
Vanguard Growth ETF
VUG
+$648K
5
COST icon
Costco
COST
+$544K

Top Sells

1
+$2.07M
2
+$694K
3
+$502K
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
+$375K

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
JUNT icon
76
AllianzIM U.S. Large Cap Buffer10 Jun ETF
JUNT
$24.1M
$376K 0.23%
11,050
ETN icon
77
Eaton
ETN
$145B
$367K 0.23%
1,029
JPM icon
78
JPMorgan Chase
JPM
$855B
$360K 0.22%
1,242
IJJ icon
79
iShares S&P Mid-Cap 400 Value ETF
IJJ
$7.91B
$358K 0.22%
2,900
-3,035
IGSB icon
80
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$21.3B
$356K 0.22%
6,748
-545
AHR icon
81
American Healthcare REIT
AHR
$8.45B
$356K 0.22%
9,690
-3,509
TSLA icon
82
Tesla
TSLA
$1.43T
$346K 0.21%
1,089
+53
GBTC icon
83
Grayscale Bitcoin Trust
GBTC
$41.5B
$342K 0.21%
4,027
VDE icon
84
Vanguard Energy ETF
VDE
$7.31B
$340K 0.21%
2,853
+19
SCHX icon
85
Schwab US Large- Cap ETF
SCHX
$61.3B
$338K 0.21%
13,819
+30
TGT icon
86
Target
TGT
$41.5B
$335K 0.21%
+3,392
O icon
87
Realty Income
O
$52.3B
$325K 0.2%
5,634
-295
FSK icon
88
FS KKR Capital
FSK
$4.27B
$324K 0.2%
15,634
-2,867
BIV icon
89
Vanguard Intermediate-Term Bond ETF
BIV
$25.1B
$317K 0.19%
4,100
VHT icon
90
Vanguard Health Care ETF
VHT
$16.2B
$311K 0.19%
1,250
-131
APRT icon
91
AllianzIM US Large Cap Buffer10 Apr ETF
APRT
$43.9M
$295K 0.18%
7,525
VPU icon
92
Vanguard Utilities ETF
VPU
$7.87B
$289K 0.18%
1,637
+9
FNCL icon
93
Fidelity MSCI Financials Index ETF
FNCL
$2.33B
$289K 0.18%
3,900
-175
OCTW icon
94
AllianzIM U.S. Large Cap Buffer20 Oct ETF
OCTW
$182M
$278K 0.17%
7,500
EVLN icon
95
Eaton Vance Floating-Rate ETF
EVLN
$1.47B
$276K 0.17%
5,529
-259
HIGH icon
96
Simplify Enhanced Income ETF
HIGH
$187M
$274K 0.17%
11,300
+750
XLV icon
97
Health Care Select Sector SPDR Fund
XLV
$36B
$273K 0.17%
2,025
-25
MGC icon
98
Vanguard Mega Cap 300 Index ETF
MGC
$8.3B
$270K 0.17%
1,200
-150
PLTR icon
99
Palantir
PLTR
$424B
$264K 0.16%
+1,937
SUSA icon
100
iShares ESG Optimized MSCI USA ETF
SUSA
$3.71B
$263K 0.16%
2,077
-257
2 3
4
5 6