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
$145M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$17.1M
2
+$6.42M
3
+$5.21M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$4.76M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$4.5M

Top Sells

No sells this quarter

Sector Composition

1 Communication Services 5.39%
2 Financials 3.31%
3 Technology 3.31%
4 Healthcare 2.03%
5 Real Estate 1.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$17.1M 11.83%
+253,595
2
$6.42M 4.43%
+80,877
3
$5.21M 3.6%
+194,349
4
$4.76M 3.29%
+169,035
5
$4.5M 3.11%
+25,124
6
$4.34M 3%
+25,936
7
$4.18M 2.89%
+43,156
8
$3.75M 2.59%
+143,800
9
$3.09M 2.13%
+5,850
10
$2.89M 2%
+29,483
11
$2.88M 1.99%
+48,408
12
$2.83M 1.95%
+22,053
13
$2.73M 1.89%
+7,108
14
$2.67M 1.84%
+5,468
15
$2.41M 1.67%
+4,183
16
$2.37M 1.64%
+10,188
17
$2.32M 1.6%
+5,038
18
$2.23M 1.54%
+43,928
19
$2.12M 1.47%
+38,250
20
$1.98M 1.37%
+64,412
21
$1.98M 1.37%
+25,412
22
$1.83M 1.27%
+50,716
23
$1.82M 1.26%
+20,723
24
$1.81M 1.25%
+81,585
25
$1.77M 1.22%
+10,670
1
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