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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 $153,523,223
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Series Trust
 279,255 $19,251,869 12.54%
2.
Vanguard Malvern Fds
 92,919 $7,060,915 4.59%
3.
Schwab Strategic Trust
 FNDF 195,043 $5,084,782 3.31%
4.
Ishares Tr
 27,174 $4,839,198 3.15%
5.
Alphabet Inc.
 GOOGL 25,095 $4,779,077 3.11%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)