PIA
Panoramic Investment Advisors Portfolio holdings
AUM
$207M
1-Year Est. Return
11.84%
This Fund
S&P 500
1 Year Est. Return
+11.84%
AUM
$184M
AUM Growth
+$6.19M
(+3.5%)
Holding
132
Top Buys
| 1 | +$1.41M | |
| 2 | +$1.24M | |
| 3 | +$1.2M | |
| 4 |
Vanguard Growth ETF
VUG
|
+$999K |
| 5 |
BlackRock ETF Trust II iShares AAA CLO Active ETF
CLOA
|
+$686K |
Top Sells
| 1 | +$905K | |
| 2 | +$759K | |
| 3 | +$560K | |
| 4 |
Strategy Inc
MSTR
|
+$365K |
| 5 |
Vanguard S&P 500 ETF
VOO
|
+$324K |
Sector Composition
| 1 | Communication Services | 5.67% |
| 2 | Technology | 4.44% |
| 3 | Financials | 3.48% |
| 4 | Consumer Discretionary | 1.14% |
| 5 | Consumer Staples | 1.06% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Arbor Realty Trust
ABR
$1.57B
| $90.8K | 0.05% |
11,706
|
|
||
127
Goldman Sachs Equal Weight US Large Cap Equity ETF
GSEW
$1.73B
| – | – |
-10,641
|
|
||
128
Eaton Vance Floating-Rate ETF
EVLN
$1.3B
| – | – |
-5,823
|
|
||
129
Vanguard Real Estate ETF
VNQ
$37.2B
| – | – |
-2,444
|
|
||
130
Oracle
ORCL
$560B
| – | – |
-796
|
|
||
|
131
Strategy Inc
MSTR
$63B
| – | – |
-1,134
|
|
||
132
Home Depot
HD
$322B
| – | – |
-553
|
|