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
$1.3B
AUM Growth
+$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,524
New
Increased
Reduced
Closed

Top Buys

1
+$7.31M
2
+$6.7M
3
+$5.7M
4
BITO icon
ProShares Bitcoin Strategy ETF
BITO
+$5.57M
5
LI icon
Li Auto
LI
+$5.54M

Top Sells

1
+$11.1M
2
+$8.77M
3
+$8.61M
4
HLIT icon
Harmonic Inc
HLIT
+$8.42M
5
NTES icon
NetEase
NTES
+$7.33M

Sector Composition

1 Technology 19.04%
2 Consumer Discretionary 12.2%
3 Healthcare 12.09%
4 Industrials 10.82%
5 Communication Services 8.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$542K 0.03%
+42,454
527
$542K 0.03%
3,588
+1,521
528
$541K 0.03%
29,000
529
$540K 0.03%
2,573
-2,024
530
$536K 0.03%
2,113
-1,256
531
$535K 0.03%
377,099
-9,901
532
$535K 0.03%
11,161
+3,480
533
$535K 0.03%
12,364
+5,006
534
$531K 0.03%
109,508
+21,608
535
$531K 0.03%
10,470
-15,086
536
$530K 0.03%
33,000
+235
537
$529K 0.03%
+9,364
538
$529K 0.03%
+5,156
539
$523K 0.03%
+24,976
540
$523K 0.03%
7,091
-226
541
$522K 0.03%
26,077
+9,577
542
$521K 0.03%
26,667
+2,967
543
$518K 0.03%
31,030
+10,685
544
$517K 0.03%
10,300
+4,747
545
$516K 0.03%
+5,205
546
$516K 0.03%
2,191
-755
547
$514K 0.03%
+3,022
548
$511K 0.03%
+46,580
549
$509K 0.03%
3,720
-380
550
$507K 0.03%
3,349
20 21
22
23 24