PCP

Panoramic Capital Partners Portfolio holdings

AUM $156M
1-Year Est. Return 15.43%
This Quarter Est. Return
1 Year Est. Return
+15.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$114M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$24.9M
2
+$17.8M
3
+$13.2M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$9.66M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$8.01M

Top Sells

No sells this quarter

Sector Composition

1 Technology 14.58%
2 Consumer Discretionary 3.44%
3 Communication Services 2.74%
4 Consumer Staples 2.69%
5 Financials 2.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$412K 0.36%
+4,558
27
$404K 0.35%
+891
28
$377K 0.33%
+7,295
29
$373K 0.33%
+4,926
30
$362K 0.32%
+896
31
$341K 0.3%
+2,052
32
$330K 0.29%
+703
33
$323K 0.28%
+419
34
$322K 0.28%
+759
35
$316K 0.28%
+1,883
36
$308K 0.27%
+907
37
$296K 0.26%
+3,248
38
$294K 0.26%
+277
39
$283K 0.25%
+637
40
$280K 0.25%
+1,228
41
$276K 0.24%
+2,783
42
$268K 0.24%
+906
43
$268K 0.24%
+4,668
44
$262K 0.23%
+4,343
45
$260K 0.23%
+494
46
$254K 0.22%
+6,777
47
$240K 0.21%
+508
48
$234K 0.21%
+469
49
$229K 0.2%
+814
50
$223K 0.2%
+666
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