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
$162M
AUM Growth
-$734K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1
+$2.02M
2
+$1.06M
3
+$678K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$657K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$534K

Top Sells

1
+$392K
2
+$238K
3
+$212K
4
MSFT icon
Microsoft
MSFT
+$114K
5
MU icon
Micron Technology
MU
+$43.9K

Sector Composition

1 Technology 11.91%
2 Communication Services 2.86%
3 Consumer Discretionary 2.66%
4 Industrials 2.36%
5 Financials 2.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MCO icon
51
Moody's
MCO
$79.6B
$240K 0.15%
549
-2
WFC icon
52
Wells Fargo
WFC
$247B
$239K 0.15%
3,006
-25
MRK icon
53
Merck
MRK
$277B
$238K 0.15%
+1,977
FAST icon
54
Fastenal
FAST
$51.6B
$237K 0.15%
5,098
+14
SBUX icon
55
Starbucks
SBUX
$121B
$235K 0.14%
2,623
+51
AMGN icon
56
Amgen
AMGN
$178B
$231K 0.14%
658
-7
RACE icon
57
Ferrari
RACE
$60.2B
$230K 0.14%
680
+3
BAC icon
58
Bank of America
BAC
$380B
$229K 0.14%
4,692
+74
AMD icon
59
Advanced Micro Devices
AMD
$588B
$216K 0.13%
1,064
-72
SPGI icon
60
S&P Global
SPGI
$126B
$212K 0.13%
+498
ABBV icon
61
AbbVie
ABBV
$365B
$211K 0.13%
972
+29
VSGX icon
62
Vanguard ESG International Stock ETF
VSGX
$6.31B
$207K 0.13%
2,886
-164
MU icon
63
Micron Technology
MU
$611B
$202K 0.12%
598
-112
CRM icon
64
Salesforce
CRM
$150B
– –
-801
NOW icon
65
ServiceNow
NOW
$94B
– –
-1,552
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3