PIA
Panoramic Investment Advisors Portfolio holdings
AUM
$163M
This Quarter Return
+7.22%
1 Year Return
+15.78%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$97.5M
AUM Growth
–
Cap. Flow
+$97.5M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
43.74%
Holding
94
New
94
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Schwab US Dividend Equity ETF
SCHD
|
$9.74M |
| 2 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$6.59M |
| 3 |
Alphabet (Google) Class C
GOOG
|
$4.57M |
| 4 |
Schwab US Large-Cap Value ETF
SCHV
|
$3.78M |
| 5 |
Abbott
ABT
|
$3.69M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Communication Services | 6.31% |
| 2 | Healthcare | 5.14% |
| 3 | Financials | 3.56% |
| 4 | Consumer Staples | 3.05% |
| 5 | Technology | 2.03% |
