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
$136M
AUM Growth
+$20M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$5.25M
2
+$4.92M
3
+$834K
4
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$698K
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$635K

Top Sells

1
+$1.48M
2
+$978K
3
+$630K
4
TOL icon
Toll Brothers
TOL
+$556K
5
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$344K

Sector Composition

1 Communication Services 5.96%
2 Financials 3.46%
3 Technology 3.01%
4 Healthcare 2.9%
5 Consumer Discretionary 1.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$11.7M 8.64%
190,476
+11,351
2
$7.8M 5.75%
290,361
+3,732
3
$5.25M 3.87%
+84,562
4
$4.92M 3.63%
+121,605
5
$4.84M 3.56%
31,761
-4,139
6
$4.78M 3.52%
188,550
+5,970
7
$4.77M 3.51%
53,017
-251
8
$4.16M 3.06%
25,295
-1,193
9
$3.76M 2.77%
7,823
+116
10
$3.28M 2.42%
141,540
+3,792
11
$3.19M 2.35%
33,726
+6,711
12
$2.65M 1.95%
45,749
+5,257
13
$2.62M 1.93%
21,695
+517
14
$2.59M 1.91%
22,829
-2,613
15
$2.38M 1.76%
5,369
+99
16
$2.35M 1.73%
46,555
+655
17
$2.07M 1.53%
27,887
-3,346
18
$2.05M 1.51%
3,906
+187
19
$1.88M 1.38%
10,719
-1,009
20
$1.81M 1.34%
4,312
-115
21
$1.77M 1.31%
18,780
+1,039
22
$1.76M 1.3%
5,123
-20
23
$1.76M 1.3%
11,681
-233
24
$1.67M 1.23%
9,747
+2,066
25
$1.58M 1.16%
61,978
+32,738
1
2 3 4 5