PCM

Prana Capital Management Portfolio holdings

AUM $2.76B
1-Year Est. Return 6.27%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+6.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.46B
AUM Growth
+$360M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$116M
2
+$93.3M
3
+$69.8M
4
BLK icon
Blackrock
BLK
+$68.7M
5
AXP icon
American Express
AXP
+$55.6M

Top Sells

1
+$76.7M
2
+$61.6M
3
+$58.7M
4
C icon
Citigroup
C
+$41.4M
5
PAYX icon
Paychex
PAYX
+$33.3M

Sector Composition

1 Financials 80.25%
2 Technology 10.49%
3 Consumer Discretionary 2.61%
4 Real Estate 2.4%
5 Consumer Staples 1.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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123
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