PCP

Panoramic Capital Partners Portfolio holdings

AUM $163M
1-Year Est. Return 15.26%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$144M
AUM Growth
+$47.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$5.26M
3
+$2.48M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.09M
5
NVDA icon
NVIDIA
NVDA
+$1.65M

Top Sells

1
+$4.41M
2
+$420K
3
+$350K
4
TJX icon
TJX Companies
TJX
+$349K
5
MSFT icon
Microsoft
MSFT
+$136K

Sector Composition

1 Technology 12.37%
2 Consumer Discretionary 2.87%
3 Financials 2.43%
4 Communication Services 2.3%
5 Consumer Staples 2.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$518K 0.36%
2,052
27
$517K 0.36%
3,311
-684
28
$487K 0.34%
1,311
-37
29
$437K 0.3%
767
-11
30
$433K 0.3%
555
-54
31
$416K 0.29%
8,429
+139
32
$383K 0.27%
7,295
33
$382K 0.27%
3,885
+479
34
$380K 0.26%
4,022
+16
35
$373K 0.26%
1,054
+8
36
$362K 0.25%
3,261
37
$352K 0.24%
4,611
+94
38
$351K 0.24%
697
-17
39
$341K 0.24%
1,382
+4
40
$340K 0.24%
1,625
-35
41
$326K 0.23%
665
+9
42
$325K 0.23%
2,231
+40
43
$304K 0.21%
1,701
+83
44
$304K 0.21%
+2,340
45
$296K 0.21%
586
-15
46
$296K 0.21%
1,087
-25
47
$249K 0.17%
1,549
-148
48
$247K 0.17%
+1,050
49
$246K 0.17%
5,715
-321
50
$245K 0.17%
2,181
-617
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2
3