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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
$97M
AUM Growth
-$16.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$2.62M
2
+$1.65M
3
+$1.41M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$513K
5
MSFT icon
Microsoft
MSFT
+$504K

Top Sells

1
+$3.3M
2
+$752K
3
+$369K
4
META icon
Meta Platforms (Facebook)
META
+$320K
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$289K

Sector Composition

1 Technology 11.76%
2 Consumer Discretionary 3.63%
3 Consumer Staples 3.04%
4 Financials 2.62%
5 Communication Services 1.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$233K 0.24%
+1,378
52
$215K 0.22%
6,036
+464
53
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