PC

Panoramic Capital Portfolio holdings

AUM $175M
1-Year Est. Return 118.45%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+118.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$126M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
43
New
Increased
Reduced
Closed

Top Buys

1
+$9.67M
2
+$8.11M
3
+$7.27M
4
LLY icon
Eli Lilly
LLY
+$6.36M
5
CRH icon
CRH
CRH
+$5.68M

Top Sells

No sells this quarter

Sector Composition

1 Technology 38.21%
2 Consumer Discretionary 16.9%
3 Communication Services 16.47%
4 Healthcare 13.32%
5 Materials 4.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.77M 1.41%
+125,000
27
$1.67M 1.33%
+78,061
28
$1.64M 1.31%
+117,021
29
$1.64M 1.3%
+19,000
30
$1.38M 1.1%
+10,000
31
$1.37M 1.09%
+6,821
32
$1.28M 1.01%
+39,790
33
$1.25M 0.99%
+187,775
34
$1.13M 0.9%
+3,980
35
$891K 0.71%
+102,388
36
$846K 0.67%
+48,571
37
$761K 0.61%
+22,127
38
$495K 0.39%
+27,738
39
$483K 0.38%
+45,806
40
$372K 0.3%
+100,000
41
$322K 0.26%
+5,683
42
– –
0
43
– –
0
1
2