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
$145M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$17.1M
2
+$6.42M
3
+$5.21M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$4.76M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$4.5M

Top Sells

No sells this quarter

Sector Composition

1 Communication Services 5.39%
2 Financials 3.31%
3 Technology 3.31%
4 Healthcare 2.03%
5 Real Estate 1.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$255K 0.18%
+2,177
102
$252K 0.17%
+4,700
103
$246K 0.17%
+5,893
104
$241K 0.17%
+1,473
105
$236K 0.16%
+10,050
106
$233K 0.16%
+406
107
$230K 0.16%
+7,884
108
$225K 0.16%
+1,343
109
$224K 0.16%
+800
110
$221K 0.15%
+6,500
111
$209K 0.14%
+1,350
112
$206K 0.14%
+21,001
113
$204K 0.14%
+4,047
114
$204K 0.14%
+4,475
115
$201K 0.14%
+9,786
116
$182K 0.13%
+11,706
117
$112K 0.08%
+10,606
118
$83.7K 0.06%
+10,650
1 2 3 4
5