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
126
– –
-251
127
– –
-2,262
128
– –
-10,931
129
– –
-3,314
2 3 4 5
6