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

Top Buys

1
+$6.65M
2
+$6.45M
3
+$5.85M
4
BITO icon
ProShares Bitcoin Strategy ETF
BITO
+$5.79M
5
GTM
ZoomInfo Technologies
GTM
+$5.61M

Top Sells

1
+$11.1M
2
+$8.43M
3
+$7.72M
4
NTES icon
NetEase
NTES
+$7.33M
5
FTRE icon
Fortrea Holdings
FTRE
+$6.96M

Sector Composition

1 Technology 19.01%
2 Consumer Discretionary 12.2%
3 Healthcare 12.09%
4 Industrials 10.81%
5 Communication Services 8.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$506K 0.04%
10,229
-14,737
552
$506K 0.04%
2,605
+464
553
$506K 0.04%
+17,802
554
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+3,902
555
$503K 0.04%
+2,784
556
$502K 0.04%
6,072
+2,148
557
$498K 0.04%
4,145
-2,389
558
$498K 0.04%
44,400
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559
$497K 0.04%
38,314
+20,760
560
$496K 0.04%
12,923
-36,450
561
$495K 0.04%
16,100
562
$495K 0.04%
4,536
-380
563
$495K 0.04%
26,665
+10,700
564
$494K 0.04%
7,707
+3,808
565
$494K 0.04%
+6,388
566
$492K 0.04%
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567
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568
$492K 0.04%
+4,470
569
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570
$484K 0.04%
6,996
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571
$484K 0.04%
2,047
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572
$483K 0.04%
+18,936
573
$483K 0.04%
+37,000
574
$478K 0.04%
38,568
+12,996
575
$477K 0.04%
1,660
+101
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