We are live on ! Find out more
PC

Panoramic Capital Portfolio holdings

AUM $142M
1-Year Est. Return 161.26%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+161.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$158M
AUM Growth
+$28.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$8.24M
2
+$3.38M
3
+$2.95M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.72M
5
W icon
Wayfair
W
+$2.27M

Top Sells

1
+$9.77M
2
+$9.47M
3
+$4.06M
4
MCHP icon
Microchip Technology
MCHP
+$2.74M
5
OLLI icon
Ollie's Bargain Outlet
OLLI
+$2.59M

Sector Composition

1 Technology 38.4%
2 Consumer Discretionary 26.35%
3 Communication Services 14.34%
4 Healthcare 6.29%
5 Industrials 4.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.26M 1.43%
+44,060
27
$2.16M 1.37%
19,255
-1,200
28
$1.93M 1.22%
+170,434
29
$1.9M 1.2%
119,902
-20,098
30
$1.71M 1.08%
+60,000
31
$1.59M 1.01%
+39,655
32
$1.24M 0.79%
+115,000
33
$1.21M 0.77%
1,591
-9
34
$836K 0.53%
6,510
-19,490
35
$809K 0.51%
+45,000
36
$799K 0.51%
+33,143
37
$775K 0.49%
102,685
+17,685
38
$721K 0.46%
+155,000
39
$670K 0.42%
+5,000
40
$637K 0.4%
35,996
+9,635
41
$607K 0.38%
+129,608
42
$599K 0.38%
+6,000
43
– –
-7,000
44
– –
-39,000
45
– –
-52,500
46
– –
0
47
– –
0
48
– –
-20,000
49
– –
-15,000
50
– –
0
1
2
3