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
576
$476K 0.03%
+101,833
577
$475K 0.03%
+5,218
578
$475K 0.03%
10,000
579
$475K 0.03%
+140,600
580
$474K 0.03%
2,951
-15,136
581
$469K 0.03%
+14,399
582
$468K 0.03%
+17,590
583
$468K 0.03%
+16,300
584
$466K 0.03%
+6,964
585
$465K 0.03%
+3,780
586
$465K 0.03%
2,400
-123
587
$465K 0.03%
+2,020
588
$465K 0.03%
28,524
-51,765
589
$464K 0.03%
14,342
+7,489
590
$462K 0.03%
+2,833
591
$458K 0.03%
+5,459
592
$454K 0.03%
+5,215
593
$454K 0.03%
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594
$453K 0.03%
45,279
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595
$452K 0.03%
+5,100
596
$451K 0.03%
3,480
-230
597
$451K 0.03%
21,306
+4,292
598
$450K 0.03%
3,041
+189
599
$450K 0.03%
33,237
-25,177
600
$450K 0.03%
3,620
-1,492
22 23
24
25 26