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
$116M
AUM Growth
+$6.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$925K
2
+$756K
3
+$412K
4
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$351K
5
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$333K

Top Sells

1
+$3.09M
2
+$620K
3
+$402K
4
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$394K
5
FSMB icon
First Trust Short Duration Managed Municipal ETF
FSMB
+$382K

Sector Composition

1 Communication Services 6.84%
2 Financials 3.9%
3 Healthcare 3.04%
4 Technology 2.95%
5 Consumer Discretionary 1.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$207K 0.18%
13,656
-4,500
102
$203K 0.18%
+5,403
103
$166K 0.14%
13,593
-13
104
– –
-438
105
– –
-3,150
106
– –
-19,722
107
– –
-10,026
108
– –
-13,651
1 2 3 4
5