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Home > Institutional Investor > Panoramic Investment Advisors, Llc > Profile

Instuitional Investor - Panoramic Investment Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Panoramic Investment Advisors, Llc
Portfolio Value $115,669,103
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Series Trust
 179,125 $10,013,096 8.65%
2.
Schwab Strategic Trust
 FNDF 95,543 $7,273,695 6.28%
3.
Alphabet Inc.
 GOOG 35,900 $5,059,387 4.37%
4.
Vaneck Etf Trust
 53,268 $4,520,847 3.9%
5.
Schwab Strategic Trust
 FNDF 60,860 $4,266,309 3.68%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)