PIA

Panoramic Investment Advisors Portfolio holdings

AUM $185M
1-Year Est. Return 18.14%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$178M
AUM Growth
+$15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$1.02M
2
+$953K
3
+$660K
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$618K
5
DFLV icon
Dimensional US Large Cap Value ETF
DFLV
+$576K

Top Sells

1
+$2.2M
2
+$1.28M
3
+$912K
4
VTV icon
Vanguard Value ETF
VTV
+$400K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$229K

Sector Composition

1 Technology 5.02%
2 Communication Services 4.9%
3 Financials 3.65%
4 Consumer Discretionary 1.25%
5 Consumer Staples 1.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$261K 0.15%
+6,170
102
$261K 0.15%
11,300
103
$261K 0.15%
1,390
+195
104
$259K 0.15%
2,345
105
$255K 0.14%
+7,655
106
$254K 0.14%
+2,016
107
$252K 0.14%
1,442
+7
108
$243K 0.14%
613
-42
109
$242K 0.14%
5,220
+270
110
$239K 0.13%
699
+97
111
$237K 0.13%
474
-68
112
$233K 0.13%
2,773
-70
113
$227K 0.13%
341
-26
114
$224K 0.13%
553
-48
115
$224K 0.13%
+796
116
$223K 0.13%
2,444
+10
117
$221K 0.12%
+2,898
118
$220K 0.12%
4,075
-392
119
$213K 0.12%
11,000
120
$208K 0.12%
+4,717
121
$206K 0.12%
1,516
-561
122
$203K 0.11%
4,057
123
$188K 0.11%
12,570
-3,064
124
$181K 0.1%
26,142
-6,918
125
$143K 0.08%
11,706
2 3 4
5
6