PIA

Panoramic Investment Advisors Portfolio holdings

AUM $185M
1-Year Est. Return 18.14%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$178M
AUM Growth
+$15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$1.02M
2
+$953K
3
+$660K
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$618K
5
DFLV icon
Dimensional US Large Cap Value ETF
DFLV
+$576K

Top Sells

1
+$2.2M
2
+$1.28M
3
+$912K
4
VTV icon
Vanguard Value ETF
VTV
+$400K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$229K

Sector Composition

1 Technology 5.02%
2 Communication Services 4.9%
3 Financials 3.65%
4 Consumer Discretionary 1.25%
5 Consumer Staples 1.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$393K 0.22%
11,050
77
$376K 0.21%
2,900
78
$370K 0.21%
989
-40
79
$365K 0.21%
1,134
+4
80
$365K 0.21%
8,692
-998
81
$365K 0.21%
13,848
+29
82
$362K 0.2%
4,027
83
$361K 0.2%
2,871
+18
84
$348K 0.2%
1,905
-32
85
$346K 0.19%
5,696
+62
86
$325K 0.18%
1,031
-211
87
$320K 0.18%
4,100
88
$314K 0.18%
1,210
-40
89
$312K 0.18%
1,645
+8
90
$306K 0.17%
7,525
91
$304K 0.17%
3,394
+2
92
$298K 0.17%
3,900
93
$296K 0.17%
5,585
-1,163
94
$293K 0.16%
1,200
95
$289K 0.16%
5,823
+294
96
$287K 0.16%
7,500
97
$282K 0.16%
11,246
-4,853
98
$282K 0.16%
2,025
99
$276K 0.16%
10,450
-200
100
$276K 0.16%
11,859
+2,027
2 3
4
5 6