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
401
$692K 0.04%
37,812
+1,130
402
$691K 0.04%
1,496
+1,022
403
$691K 0.04%
+14,338
404
$689K 0.04%
5,618
+434
405
$685K 0.04%
+22,185
406
$683K 0.04%
+25,000
407
$679K 0.04%
50,497
+11,929
408
$674K 0.04%
15,765
+9,765
409
$673K 0.04%
31,000
410
$671K 0.04%
+1,129
411
$670K 0.04%
4,919
+1,139
412
$666K 0.04%
2,957
+1,107
413
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1,105
+424
414
$660K 0.04%
14,338
-29,065
415
$660K 0.04%
27,744
+5,744
416
$659K 0.04%
+214,625
417
$659K 0.04%
4,021
-1,977
418
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+25,574
419
$655K 0.04%
4,908
-596
420
$640K 0.04%
6,033
-3,230
421
$637K 0.04%
+1,918
422
$633K 0.04%
6,365
-12,283
423
$629K 0.04%
39,836
-16,979
424
$625K 0.04%
77,145
425
$623K 0.04%
40,554
+7,554
15 16
17
18 19