PIA

Panoramic Investment Advisors Portfolio holdings

AUM $163M
1-Year Est. Return 15.78%
This Quarter Est. Return
1 Year Est. Return
+15.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$97.5M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1
+$9.74M
2
+$6.59M
3
+$4.57M
4
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$3.78M
5
ABT icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.74M 9.98%
+386,646
2
$6.59M 6.75%
+146,407
3
$4.57M 4.69%
+51,542
4
$3.78M 3.87%
+171,597
5
$3.69M 3.79%
+33,631
6
$3.24M 3.32%
+64,759
7
$3.15M 3.23%
+48,473
8
$2.87M 2.94%
+8,157
9
$2.71M 2.77%
+14,974
10
$2.34M 2.4%
+46,355
11
$2.22M 2.28%
+22,879
12
$2.14M 2.19%
+19,768
13
$2.04M 2.09%
+146,876
14
$1.95M 2%
+6,299
15
$1.5M 1.54%
+28,530
16
$1.38M 1.41%
+5,169
17
$1.35M 1.38%
+15,386
18
$1.31M 1.34%
+17,452
19
$1.3M 1.33%
+21,015
20
$1.26M 1.29%
+3,275
21
$1.23M 1.26%
+5,773
22
$1.16M 1.19%
+53,148
23
$1.15M 1.18%
+12,173
24
$1.14M 1.17%
+12,935
25
$1.12M 1.15%
+74,787
1
2 3 4