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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
$3B
AUM Growth
+$234M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$93.6M
2
+$88.7M
3
+$61.8M
4
INTU icon
Intuit
INTU
+$50.2M
5
NDAQ icon
Nasdaq
NDAQ
+$49.4M

Top Sells

1
+$114M
2
+$100M
3
+$64M
4
MS icon
Morgan Stanley
MS
+$46.1M
5
AXP icon
American Express
AXP
+$38.9M

Sector Composition

1 Financials 81.99%
2 Technology 6.19%
3 Consumer Discretionary 5.1%
4 Real Estate 2.51%
5 Industrials 2.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$516K 0.02%
22,821
+9,751
102
$351K 0.01%
3,918
-45,528
103
$350K 0.01%
+2,527
104
$343K 0.01%
+1,346
105
$336K 0.01%
1,363
-35,079
106
$278K 0.01%
+4,986
107
$245K 0.01%
+2,207
108
$77.8K ﹤0.01%
12,779
-38,606
109
– –
0
110
– –
-249,132
111
– –
-66,874
112
– –
-8,224
113
– –
-327,485
114
– –
-122,093
115
– –
-24,592
116
– –
-4,165
117
– –
-197,910
118
– –
-41,466
119
– –
-8,170
120
– –
-7,040
121
– –
-1,545
122
– –
-2,827
123
– –
0
124
– –
-9,157
125
– –
-3,441
2 3 4
5
6