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
$154M
AUM Growth
+$8.78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$1.77M
2
+$915K
3
+$514K
4
DFLV icon
Dimensional US Large Cap Value ETF
DFLV
+$443K
5
NVDA icon
NVIDIA
NVDA
+$386K

Top Sells

1
+$656K
2
+$501K
3
+$495K
4
DG icon
Dollar General
DG
+$423K
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$399K

Sector Composition

1 Communication Services 5.61%
2 Technology 4.05%
3 Financials 3.78%
4 Consumer Discretionary 1.65%
5 Real Estate 1.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$19.3M 12.54%
279,255
+25,660
2
$7.06M 4.6%
92,919
+12,042
3
$5.08M 3.31%
195,043
+694
4
$4.84M 3.15%
27,174
+2,050
5
$4.78M 3.11%
25,095
-841
6
$4.42M 2.88%
161,629
-7,406
7
$4.06M 2.65%
145,801
+2,001
8
$3.77M 2.46%
40,661
-2,495
9
$3.25M 2.12%
7,919
+811
10
$3.2M 2.08%
39,211
+961
11
$3.07M 2%
12,242
+2,054
12
$2.93M 1.91%
5,442
-408
13
$2.9M 1.89%
50,473
+2,065
14
$2.84M 1.85%
5,556
+88
15
$2.82M 1.84%
22,086
+33
16
$2.77M 1.8%
52,213
+1,497
17
$2.55M 1.66%
5,625
+587
18
$2.5M 1.63%
4,254
+71
19
$2.38M 1.55%
79,154
+14,742
20
$2.36M 1.54%
46,793
+2,865
21
$2.11M 1.37%
11,142
+472
22
$2.07M 1.35%
12,945
+1,939
23
$2.01M 1.31%
28,638
+3,226
24
$1.97M 1.28%
86,873
+5,288
25
$1.92M 1.25%
21,968
-7,515
1
2 3 4 5