PIA
Panoramic Investment Advisors Portfolio holdings
AUM
$178M
1-Year Est. Return
18.61%
1 Year Est. Return
+18.61%
AUM
$163M
AUM Growth
+$14.8M
(+10%)
Holding
127
Top Buys
| 1 | +$2.63M | |
| 2 | +$1.55M | |
| 3 | +$839K | |
| 4 |
Vanguard Growth ETF
VUG
|
+$648K |
| 5 |
Costco
COST
|
+$544K |
Top Sells
| 1 | +$2.07M | |
| 2 | +$694K | |
| 3 | +$502K | |
| 4 |
Pacer US Small Cap Cash Cows 100 ETF
CALF
|
+$465K |
| 5 |
iShares S&P Mid-Cap 400 Value ETF
IJJ
|
+$375K |
Sector Composition
| 1 | Communication Services | 4.85% |
| 2 | Technology | 4.67% |
| 3 | Financials | 3.92% |
| 4 | Consumer Discretionary | 1.27% |
| 5 | Healthcare | 1.15% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Comcast
CMCSA
$99.7B
| – | – |
-5,868
|
|
||
|
127
Pacer US Small Cap Cash Cows 100 ETF
CALF
$3.98B
| – | – |
-12,410
|
|