PIA

Panoramic Investment Advisors Portfolio holdings

AUM $178M
1-Year Est. Return 18.61%
This Quarter Est. Return
1 Year Est. Return
+18.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$148M
AUM Growth
-$5.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$496K
2
+$368K
3
+$353K
4
NVDA icon
NVIDIA
NVDA
+$275K
5
DFLV icon
Dimensional US Large Cap Value ETF
DFLV
+$252K

Top Sells

1
+$620K
2
+$342K
3
+$262K
4
TSLA icon
Tesla
TSLA
+$250K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$240K

Sector Composition

1 Communication Services 4.76%
2 Financials 4.41%
3 Technology 4.02%
4 Real Estate 1.48%
5 Healthcare 1.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$243K 0.16%
4,618
+26
102
$231K 0.16%
10,550
103
$230K 0.16%
1,435
+9
104
$227K 0.15%
2,172
+148
105
$220K 0.15%
600
+2
106
$219K 0.15%
2,424
-100
107
$217K 0.15%
4,057
-130
108
$217K 0.15%
619
-50
109
$217K 0.15%
5,868
110
$213K 0.14%
653
+86
111
$210K 0.14%
2,971
112
$201K 0.14%
+4,543
113
$182K 0.12%
19,027
114
$138K 0.09%
11,706
115
$124K 0.08%
10,650
116
– –
-1,473
117
– –
-7,834
118
– –
-23,984
119
– –
-410
120
– –
-2,221
1 2 3 4
5