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PIA
Panoramic Investment Advisors Portfolio holdings
AUM
$185M
1-Year Est. Return
18.14%
This Fund
S&P 500
1 Year Est. Return
+18.14%
AUM
$185M
AUM Growth
+$902K
(+0.49%)
Holding
137
Top Buys
| 1 | +$560K | |
| 2 | +$522K | |
| 3 | +$504K | |
| 4 |
AllianzIM U.S. Equity Buffer10 Jan ETF
JANT
|
+$496K |
| 5 |
State Street Energy Select Sector SPDR ETF
XLE
|
+$487K |
Top Sells
| 1 | +$516K | |
| 2 | +$377K | |
| 3 | +$316K | |
| 4 |
SILA
Sila Realty Trust
SILA
|
+$239K |
| 5 |
Target
TGT
|
+$234K |
Sector Composition
| 1 | Communication Services | 4.99% |
| 2 | Technology | 4.3% |
| 3 | Financials | 3.34% |
| 4 | Consumer Discretionary | 1.12% |
| 5 | Consumer Staples | 1.03% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18.1B
| $201K | 0.11% |
3,777
+21
|
|
||
127
Vanguard Real Estate ETF
VNQ
$37.8B
| $200K | 0.11% |
+2,257
|
|
||
128
SoFi Technologies
SOFI
$21.1B
| $166K | 0.09% |
10,450
|
|
||
129
Rocket Companies
RKT
$37.3B
| $163K | 0.09% |
11,450
+200
|
|
||
130
Arbor Realty Trust
ABR
$1.02B
| $90.3K | 0.05% |
11,706
|
|
||
131
FS KKR Capital
FSK
$3.04B
| – | – |
-11,743
|
|
||
132
iShares ESG Optimized MSCI USA ETF
SUSA
$3.94B
| – | – |
-1,486
|
|
||
|
133
Target
TGT
$57.5B
| – | – |
-2,392
|
|
||
134
Visa
V
$618B
| – | – |
-591
|
|
||
135
American Healthcare REIT
AHR
$9.66B
| – | – |
-8,006
|
|
||
|
SILA
136
Sila Realty Trust
SILA
$1.67B
| – | – |
-10,250
|
|
||
|
FSCO
137
FS Credit Opportunities Corp
FSCO
$961M
| – | – |
-23,963
|
|