PIA
Panoramic Investment Advisors Portfolio holdings
AUM
$163M
This Quarter Return
+9.5%
1 Year Return
+15.78%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$116M
AUM Growth
+$116M
(+6.3%)
Cap. Flow
-$2.78M
Cap. Flow
% of AUM
-2.4%
Top 10 Holdings %
Top 10 Hldgs %
40.4%
Holding
108
New
9
Increased
33
Reduced
47
Closed
5
Top Buys
Top Sells
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
101
Arbor Realty Trust
ABR
$2.25B
| $207K | 0.18% |
13,656
-4,500
| -25% | -$68.3K |
|
102
Financial Select Sector SPDR Fund
XLF
$53.7B
| $203K | 0.18% |
+5,403
| New | +$203K |
|
103
Ford
F
$46.6B
| $166K | 0.14% |
13,593
-13
| -0.1% | -$158 |
|
104
Aethlon Medical
AEMD
$4.26M
| – | – |
-35,000
| Closed | -$7.9K |
|
105
Vanguard Long-Term Bond ETF
BLV
$5.48B
| – | – |
-3,150
| Closed | -$211K |
|
106
First Trust Short Duration Managed Municipal ETF
FSMB
$480M
| – | – |
-19,722
| Closed | -$382K |
|
107
iShares Preferred and Income Securities ETF
PFF
$14.4B
| – | – |
-10,026
| Closed | -$302K |
|
108
Invesco Financial Preferred ETF
PGF
$793M
| – | – |
-13,651
| Closed | -$192K |
|