PIA
Panoramic Investment Advisors Portfolio holdings
AUM
$184M
1-Year Est. Return
17.37%
This Fund
S&P 500
1 Year Est. Return
+17.37%
AUM
$178M
AUM Growth
+$15M
(+9.2%)
Holding
129
Top Buys
| 1 | +$1.07M | |
| 2 | +$1.03M | |
| 3 | +$698K | |
| 4 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$632K |
| 5 |
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
|
+$597K |
Top Sells
| 1 | +$2.28M | |
| 2 | +$1.37M | |
| 3 | +$1.06M | |
| 4 |
Vanguard Value ETF
VTV
|
+$400K |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$266K |
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 | |
|---|---|---|---|---|---|---|
126
Fidelity MSCI Health Care Index ETF
FHLC
$2.86B
| – | – |
-3,314
|
|
||
127
Barings BDC
BBDC
$938M
| – | – |
-10,931
|
|
||
128
Axon Enterprise
AXON
$32.9B
| – | – |
-251
|
|
||
|
129
Vanguard Value ETF
VTV
$170B
| – | – |
-2,262
|
|