PI

Panthera Investment Portfolio holdings

AUM $43.7M
1-Year Est. Return 20.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$8.37M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
20
New
Increased
Reduced
Closed

Top Buys

1
+$1.93M
2
+$1.6M
3
+$1.58M
4
SCTY
SolarCity Corporation
SCTY
+$1.28M
5
TSLA icon
Tesla
TSLA
+$1.2M

Top Sells

No sells this quarter

Sector Composition

1 Communication Services 23.39%
2 Consumer Discretionary 20.37%
3 Financials 18.24%
4 Consumer Staples 16.32%
5 Industrials 13.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$1.69M 20.21%
+336,350
2
$1.53M 18.24%
+32,086
3
$1.37M 16.32%
+47,730
4
$1.24M 14.86%
+89,490
5
$1.11M 13.22%
+17,684
6
$708K 8.45%
+10,140
7
$462K 5.52%
+13,409
8
$267K 3.19%
+5,716
9
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