PIA

Panoramic Investment Advisors Portfolio holdings

AUM $178M
1-Year Est. Return 18.61%
This Quarter Est. Return
1 Year Est. Return
+18.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$148M
AUM Growth
-$5.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$496K
2
+$368K
3
+$353K
4
NVDA icon
NVIDIA
NVDA
+$275K
5
DFLV icon
Dimensional US Large Cap Value ETF
DFLV
+$252K

Top Sells

1
+$620K
2
+$342K
3
+$262K
4
TSLA icon
Tesla
TSLA
+$250K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$240K

Sector Composition

1 Communication Services 4.76%
2 Financials 4.41%
3 Technology 4.02%
4 Real Estate 1.48%
5 Healthcare 1.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$18.6M 12.55%
282,554
+3,299
2
$7.7M 5.2%
99,319
+6,400
3
$5.2M 3.51%
195,619
+576
4
$4.5M 3.04%
26,335
-839
5
$4.28M 2.89%
153,253
-8,376
6
$3.74M 2.53%
149,415
+3,614
7
$3.66M 2.47%
23,416
-1,679
8
$3.35M 2.26%
6,288
+663
9
$3.24M 2.19%
36,775
-3,886
10
$2.99M 2.02%
8,053
+134
11
$2.89M 1.95%
22,381
+295
12
$2.87M 1.94%
39,872
+661
13
$2.84M 1.92%
49,681
-792
14
$2.67M 1.8%
87,382
+8,228
15
$2.61M 1.76%
5,070
-372
16
$2.6M 1.75%
5,540
-16
17
$2.53M 1.71%
11,389
-853
18
$2.49M 1.68%
53,230
+1,017
19
$2.46M 1.66%
48,460
+1,667
20
$2.41M 1.63%
4,294
+40
21
$2.23M 1.51%
29,507
+869
22
$2.12M 1.43%
23,247
+1,279
23
$2.04M 1.38%
21,844
-23
24
$1.94M 1.31%
13,834
+889
25
$1.86M 1.26%
86,505
-368
1
2 3 4 5