PI

Panthera Investment Portfolio holdings

AUM $43.7M
1-Year Est. Return 1.46%
This Quarter Est. Return
1 Year Est. Return
+1.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$19.8M
AUM Growth
+$11.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
33
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$1.12M
3
+$785K
4
BMY icon
Bristol-Myers Squibb
BMY
+$565K
5
C icon
Citigroup
C
+$555K

Top Sells

1
+$1.69M
2
+$1.16M
3
+$1.11M
4
HLF icon
Herbalife
HLF
+$838K
5
FSLR icon
First Solar
FSLR
+$708K

Sector Composition

1 Real Estate 68.94%
2 Financials 11.36%
3 Technology 5.68%
4 Consumer Discretionary 5.35%
5 Healthcare 4.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
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-5,716
27
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0
28
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0
29
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0
30
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0
31
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0
32
– –
-17,684
33
– –
0
1
2