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
1
$11.2M 13.96%
131,433
+112,433
2
$8.63M 10.79%
135,255
+80,434
3
$7.25M 9.06%
12,577
-3,901
4
$4.56M 5.7%
48,850
-39,470
5
$4.48M 5.6%
34,910
+193
6
$4.19M 5.24%
+8,000
7
$4.09M 5.12%
21,511
-1,868
8
$3.08M 3.85%
3,724
-3,957
9
$2.87M 3.59%
+95,000
10
$2.58M 3.22%
110,000
+50,998
11
$2.37M 2.96%
+4,000
12
$2.28M 2.85%
25,000
+7,937
13
$2.17M 2.71%
+70,000
14
$2.13M 2.67%
+12,500
15
$2.09M 2.62%
30,000
-17,175
16
$1.94M 2.42%
+40,000
17
$1.93M 2.41%
25,139
-18,483
18
$1.86M 2.32%
554,090
-121,247
19
$1.35M 1.69%
12,500
-46,368
20
$1.26M 1.58%
+75,218
21
$1.2M 1.5%
190,014
+87,626
22
$1.15M 1.44%
+11,000
23
$979K 1.22%
+10,000
24
$848K 1.06%
52,723
+4,152
25
$805K 1.01%
241,082
+141,082
1
2 3