PC

Panoramic Capital Portfolio holdings

AUM $158M
1-Year Est. Return 83.26%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+83.26%
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
+$9.55M
2
+$5.13M
3
+$4.19M
4
LTH icon
Life Time Group Holdings
LTH
+$2.87M
5
ARGX icon
argenx
ARGX
+$2.37M

Top Sells

1
+$5.9M
2
+$5.61M
3
+$5.23M
4
NVDA icon
NVIDIA
NVDA
+$5.03M
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 0.9%
+100,000
27
$685K 0.79%
+15,158
28
$582K 0.67%
+5,000
29
$439K 0.51%
+10,000
30
$244K 0.28%
33,455
-134,061
31
– –
-13,500
32
– –
-3,980
33
– –
-78,061
34
– –
-41,282
35
– –
-48,354
36
– –
-53,436
37
– –
-5,683
38
– –
-11,035
39
– –
-187,775
40
– –
0
41
– –
-22,127
42
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-99,832
43
– –
-39,790
44
– –
-84,581
45
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-125,000
46
– –
-45,806
47
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0
48
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-25,000
49
– –
-22,500
50
– –
-10,000
1
2
3