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
$109M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$8.89M
2
+$6.74M
3
+$5.31M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$4.33M
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$3.88M

Top Sells

No sells this quarter

Sector Composition

1 Communication Services 7.17%
2 Financials 4.1%
3 Healthcare 2.94%
4 Technology 2.16%
5 Consumer Staples 1.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.89M 8.18%
+176,979
2
$6.74M 6.19%
+285,660
3
$5.31M 4.88%
+40,298
4
$4.33M 3.98%
+46,077
5
$3.88M 3.56%
+180,441
6
$3.83M 3.52%
+50,460
7
$3.67M 3.37%
+27,836
8
$3.12M 2.86%
+7,935
9
$2.71M 2.49%
+53,720
10
$2.65M 2.43%
+27,320
11
$2.57M 2.36%
+141,364
12
$2.24M 2.06%
+34,885
13
$2.18M 2%
+21,099
14
$2.09M 1.92%
+12,342
15
$1.91M 1.76%
+37,653
16
$1.91M 1.75%
+5,327
17
$1.84M 1.7%
+34,431
18
$1.75M 1.61%
+4,995
19
$1.57M 1.44%
+17,662
20
$1.57M 1.44%
+3,646
21
$1.51M 1.39%
+16,734
22
$1.5M 1.38%
+5,500
23
$1.44M 1.32%
+32,092
24
$1.43M 1.32%
+10,947
25
$1.29M 1.19%
+77,790
1
2 3 4