PCM

Prelude Capital Management Portfolio holdings

AUM $1.36B
1-Year Est. Return 49.51%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+49.51%
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
+$10.1M
2
+$9.73M
3
+$8.28M
4
SMAR
Smartsheet Inc.
SMAR
+$7.44M
5
NVDA icon
NVIDIA
NVDA
+$5.46M

Top Sells

1
+$11.6M
2
+$9.58M
3
+$7.31M
4
ESTC icon
Elastic
ESTC
+$6.16M
5
BITO icon
ProShares Bitcoin Strategy ETF
BITO
+$5.97M

Sector Composition

1 Technology 19.6%
2 Consumer Discretionary 13.95%
3 Healthcare 10.76%
4 Communication Services 9.04%
5 Financials 8.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$621K 0.05%
+3,328
427
$620K 0.05%
+13,400
428
$619K 0.05%
13,115
-1,073
429
$617K 0.05%
11,409
-262
430
$615K 0.05%
202,180
-1,020
431
$614K 0.05%
+2,474
432
$611K 0.05%
+48,964
433
$610K 0.05%
26,409
+4,346
434
$609K 0.05%
3,086
+872
435
$608K 0.05%
29,569
+9,447
436
$607K 0.05%
35,868
-123
437
$607K 0.05%
+43,444
438
$605K 0.05%
15,270
+3,230
439
$604K 0.05%
+7,122
440
$604K 0.05%
6,088
-8,748
441
$603K 0.05%
+9,924
442
$602K 0.05%
+21,978
443
$601K 0.05%
15,546
+2,778
444
$600K 0.05%
4,220
+2,060
445
$600K 0.05%
35,800
-1,100
446
$599K 0.05%
16,019
+3,096
447
$599K 0.05%
13,048
+2,578
448
$598K 0.05%
+3,619
449
$595K 0.05%
21,146
+2,210
450
$594K 0.05%
5,499
-2,690
16 17
18
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