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
51
$222K 0.19%
+1,218
52
$218K 0.19%
+420
53
$218K 0.19%
+1,421
54
$215K 0.19%
+67
55
$209K 0.18%
+165
56
$209K 0.18%
+759
57
$203K 0.18%
+1,030
58
$203K 0.18%
+418
59
$200K 0.18%
+5,572
1 2
3