PCP

Panoramic Capital Partners Portfolio holdings

AUM $162M
1-Year Est. Return 17.6%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$156M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1
+$1.29M
2
+$1.05M
3
+$581K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$499K
5
IBTF
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
+$276K

Top Sells

1
+$1.67M
2
+$296K
3
+$238K
4
MCD icon
McDonald's
MCD
+$232K
5
VRSK icon
Verisk Analytics
VRSK
+$204K

Sector Composition

1 Technology 13%
2 Communication Services 2.76%
3 Consumer Discretionary 2.71%
4 Financials 2.27%
5 Industrials 2.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$569K 0.37%
1,404
+93
27
$519K 0.33%
2,052
28
$514K 0.33%
1,022
-51
29
$487K 0.31%
20,859
+11,810
30
$466K 0.3%
4,523
+638
31
$441K 0.28%
775
+8
32
$427K 0.27%
700
+3
33
$422K 0.27%
1,402
+20
34
$420K 0.27%
550
-5
35
$387K 0.25%
7,295
36
$386K 0.25%
3,261
37
$380K 0.24%
8,451
+22
38
$380K 0.24%
2,270
+39
39
$367K 0.24%
1,059
+5
40
$342K 0.22%
4,045
+23
41
$323K 0.21%
665
42
$318K 0.2%
4,567
-44
43
$301K 0.19%
1,635
+10
44
$300K 0.19%
2,500
+160
45
$293K 0.19%
1,050
46
$289K 0.19%
1,779
+78
47
$281K 0.18%
5,725
+10
48
$280K 0.18%
588
+2
49
$279K 0.18%
584
+8
50
$251K 0.16%
+4,800
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