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
1
$38M 24.42%
56,782
+1,631
2
$20.6M 13.24%
61,900
-472
3
$16.9M 10.86%
635,979
+49,081
4
$14.7M 9.42%
123,357
+5,054
5
$12.8M 8.2%
195,635
+7,761
6
$8.99M 5.78%
17,355
+491
7
$4.97M 3.19%
19,510
+671
8
$4.8M 3.09%
25,740
+621
9
$3.88M 2.49%
38,516
-16,564
10
$2.62M 1.69%
3,938
+62
11
$1.8M 1.16%
8,198
+219
12
$1.75M 1.13%
7,216
+723
13
$1.57M 1.01%
1,700
-101
14
$1.48M 0.95%
4,522
15
$1.23M 0.79%
5,041
-48
16
$1.06M 0.68%
3,101
+9
17
$1.01M 0.65%
1,375
+79
18
$894K 0.57%
16,525
19
$862K 0.55%
1,939
+101
20
$852K 0.55%
1,429
+1
21
$799K 0.51%
4,309
+998
22
$757K 0.49%
2,400
+83
23
$670K 0.43%
2,030
+135
24
$646K 0.42%
7,850
+5
25
$644K 0.41%
6,892
1
2 3