PIA
Panoramic Investment Advisors Portfolio holdings
AUM
$163M
This Quarter Return
+10.73%
1 Year Return
+15.78%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$136M
AUM Growth
+$136M
(+17%)
Cap. Flow
+$12.6M
Cap. Flow
% of AUM
9.29%
Top 10 Holdings %
Top 10 Hldgs %
40.74%
Holding
117
New
14
Increased
46
Reduced
44
Closed
4
Top Buys
| 1 |
Fidelity Wise Origin Bitcoin Fund
FBTC
|
$5.25M |
| 2 |
iShares Bitcoin Trust
IBIT
|
$4.92M |
| 3 |
iShares iBonds Dec 2033 Term Corporate ETF
IBDY
|
$834K |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
$795K |
| 5 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$698K |
Top Sells
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
$1.48M |
| 2 |
iShares Treasury Floating Rate Bond ETF
TFLO
|
$978K |
| 3 |
Alphabet (Google) Class C
GOOG
|
$630K |
| 4 |
Toll Brothers
TOL
|
$556K |
| 5 |
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% |
