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
51
$248K 0.16%
2,961
+36
52
$246K 0.16%
2,181
53
$235K 0.15%
4,550
+136
54
$222K 0.14%
941
+54
55
$217K 0.14%
+937
56
$211K 0.14%
+752
57
$207K 0.13%
877
+5
58
$207K 0.13%
1,345
-204
59
$201K 0.13%
+327
60
– –
-797
61
– –
-1,087
62
– –
-789
63
– –
-670
1 2
3