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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
1
$12M 7.62%
50,981
-57,235
2
$10.3M 6.5%
13,978
+1,190
3
$9.46M 5.99%
+42,905
4
$9.41M 5.96%
60,837
+20,837
5
$9.26M 5.86%
65,116
+26,547
6
$8.37M 5.3%
51,411
+1,411
7
$8.13M 5.15%
91,053
+31,053
8
$6.56M 4.16%
89,426
-574
9
$6.51M 4.12%
28,861
+8,861
10
$5.96M 3.77%
31,920
-54,330
11
$5.45M 3.46%
24,842
-8,923
12
$4.95M 3.14%
29,895
+4,895
13
$4.25M 2.69%
58,155
-19,424
14
$3.94M 2.5%
32,879
+3,214
15
$3.61M 2.29%
32,179
+22,179
16
$3.56M 2.26%
396,065
+126,065
17
$3.56M 2.26%
12,662
-2,338
18
$3.15M 2%
+12,931
19
$3.12M 1.97%
21,695
-1,305
20
$2.86M 1.81%
23,830
-1,590
21
$2.78M 1.76%
11,317
-683
22
$2.75M 1.74%
126,080
+56,080
23
$2.72M 1.73%
27,211
+12,211
24
$2.41M 1.53%
660,029
+20,939
25
$2.32M 1.47%
49,030
-2,970
1
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