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
$154M
AUM Growth
+$8.78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$1.77M
2
+$915K
3
+$514K
4
DFLV icon
Dimensional US Large Cap Value ETF
DFLV
+$443K
5
NVDA icon
NVIDIA
NVDA
+$386K

Top Sells

1
+$656K
2
+$501K
3
+$495K
4
DG icon
Dollar General
DG
+$423K
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$399K

Sector Composition

1 Communication Services 5.61%
2 Technology 4.05%
3 Financials 3.78%
4 Consumer Discretionary 1.65%
5 Real Estate 1.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$240K 0.16%
410
+4
102
$239K 0.16%
3,660
+12
103
$237K 0.15%
4,592
-1,626
104
$233K 0.15%
2,024
-153
105
$233K 0.15%
+598
106
$231K 0.15%
1,426
+83
107
$225K 0.15%
2,524
-178
108
$221K 0.14%
+2,221
109
$220K 0.14%
1,473
110
$220K 0.14%
5,868
-25
111
$213K 0.14%
+567
112
$211K 0.14%
+669
113
$209K 0.14%
7,834
-50
114
$201K 0.13%
+2,971
115
$200K 0.13%
+4,187
116
$182K 0.12%
19,027
-1,974
117
$164K 0.11%
10,650
118
$162K 0.11%
11,706
119
– –
-6,500
120
– –
-5,007
121
– –
-10,606
122
– –
-18,978
123
– –
-17,089
124
– –
-9,786
125
– –
-4,475
2 3 4
5
6