PCM

Prelude Capital Management Portfolio holdings

AUM $1.02B
1-Year Est. Return 30.93%
This Quarter Est. Return
1 Year Est. Return
+30.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.19B
AUM Growth
-$108M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,539
New
Increased
Reduced
Closed

Top Buys

1
+$12.7M
2
+$8.88M
3
+$8.73M
4
SMAR
Smartsheet Inc.
SMAR
+$7.45M
5
AAOI icon
Applied Optoelectronics
AAOI
+$6.43M

Top Sells

1
+$12.7M
2
+$11.6M
3
+$7.31M
4
ESTC icon
Elastic
ESTC
+$6.6M
5
BITO icon
ProShares Bitcoin Strategy ETF
BITO
+$5.97M

Sector Composition

1 Technology 19.68%
2 Consumer Discretionary 13.96%
3 Healthcare 10.77%
4 Communication Services 8.97%
5 Financials 8.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$774K 0.05%
5,007
-8,543
377
$774K 0.05%
10,231
-49,919
378
$769K 0.05%
+13,128
379
$768K 0.05%
6,952
+3,304
380
$765K 0.05%
5,353
-10,358
381
$762K 0.05%
11,100
-1,025
382
$761K 0.05%
+13,432
383
$754K 0.05%
2,460
-4,928
384
$748K 0.05%
195,327
385
$746K 0.05%
8,552
-1,668
386
$745K 0.05%
150
-75
387
$744K 0.05%
+3,060
388
$743K 0.05%
16,722
+7,358
389
$740K 0.05%
102,177
+4,553
390
$737K 0.05%
153,008
-33,832
391
$734K 0.05%
99,477
+75,762
392
$730K 0.05%
51,526
+18,289
393
$726K 0.05%
+22,984
394
$722K 0.05%
8,600
-9,190
395
$722K 0.05%
+40,432
396
$716K 0.04%
18,266
397
$716K 0.04%
+20,642
398
$712K 0.04%
+9,970
399
$710K 0.04%
+14,699
400
$701K 0.04%
5,033
+143
14 15
16
17 18