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PCM

Prana Capital Management Portfolio holdings

AUM $3.26B
1-Year Est. Return 2.24%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-2.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$683M
AUM Growth
+$128M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$38.2M
2
+$21.1M
3
+$20.9M
4
PFG icon
Principal Financial Group
PFG
+$20.8M
5
SPGI icon
S&P Global
SPGI
+$19.2M

Top Sells

1
+$27.7M
2
+$18.3M
3
+$15M
4
STT icon
State Street
STT
+$12M
5
AMTD
TD Ameritrade Holding Corp
AMTD
+$11.7M

Sector Composition

1 Financials 84.52%
2 Technology 10.05%
3 Consumer Discretionary 3.48%
4 Industrials 0.91%
5 Communication Services 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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54
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55
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58
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-328,258
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68
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