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
$136M
AUM Growth
+$20M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$5.25M
2
+$4.92M
3
+$834K
4
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$698K
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$635K

Top Sells

1
+$1.48M
2
+$978K
3
+$630K
4
TOL icon
Toll Brothers
TOL
+$556K
5
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$344K

Sector Composition

1 Communication Services 5.96%
2 Financials 3.46%
3 Technology 3.01%
4 Healthcare 2.9%
5 Consumer Discretionary 1.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$247K 0.18%
26,542
-3,285
102
$246K 0.18%
1,900
-4,300
103
$226K 0.17%
+7,088
104
$223K 0.16%
+2,912
105
$215K 0.16%
+4,100
106
$212K 0.16%
+405
107
$211K 0.16%
+1,240
108
$208K 0.15%
+10,038
109
$207K 0.15%
+1,330
110
$203K 0.15%
+1,473
111
$174K 0.13%
13,156
-500
112
$168K 0.12%
23,000
113
$141K 0.1%
10,593
-3,000
114
– –
-14,952
115
– –
-7,865
116
– –
-7,793
117
– –
-3,502
1 2 3 4
5