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
51
$245K 0.17%
+2,925
52
$238K 0.16%
797
-146
53
$232K 0.16%
789
-14
54
$229K 0.16%
+576
55
$216K 0.15%
+4,414
56
$211K 0.15%
+9,049
57
$210K 0.15%
+872
58
$209K 0.15%
+887
59
$204K 0.14%
+670
60
– –
-632
61
– –
-1,009
62
– –
-2,906
1 2
3