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
126
-1,350