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
$80M
AUM Growth
-$45.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$5.02M
3
+$4.67M
4
UNH icon
UnitedHealth
UNH
+$4.09M
5
LTH icon
Life Time Group Holdings
LTH
+$2.79M

Top Sells

1
+$5.9M
2
+$5.88M
3
+$5.61M
4
SMTC icon
Semtech
SMTC
+$5.23M
5
MSFT icon
Microsoft
MSFT
+$4.65M

Sector Composition

1 Technology 28.36%
2 Healthcare 23.9%
3 Communication Services 16.2%
4 Consumer Discretionary 14.75%
5 Energy 5.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$776K 0.97%
+100,000
27
$685K 0.86%
+15,158
28
$582K 0.73%
+5,000
29
$439K 0.55%
+10,000
30
$244K 0.3%
33,455
-134,061
31
– –
-117,021
32
– –
-13,500
33
– –
-3,980
34
– –
-78,061
35
– –
-41,282
36
– –
-48,354
37
– –
-53,436
38
– –
-107,388
39
– –
-5,683
40
– –
-11,035
41
– –
-187,775
42
– –
0
43
– –
-22,127
44
– –
-99,832
45
– –
-39,790
46
– –
-84,581
47
– –
-125,000
48
– –
-45,806
49
– –
0
50
– –
-25,000
1
2
3