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
651
$335K 0.02%
2,000
-2,320
652
$334K 0.02%
+2,843
653
$334K 0.02%
+689
654
$332K 0.02%
7,800
-2,700
655
$331K 0.02%
+3,113
656
$331K 0.02%
729
-1,325
657
$329K 0.02%
+2,913
658
$329K 0.02%
+2,798
659
$328K 0.02%
+11,903
660
$327K 0.02%
+5,000
661
$326K 0.02%
2,470
+1,169
662
$326K 0.02%
29,528
-20,372
663
$325K 0.02%
+2,583
664
$325K 0.02%
+3,595
665
$323K 0.02%
+24,242
666
$321K 0.02%
+2,600
667
$320K 0.02%
10,681
-1,151
668
$319K 0.02%
2,915
+590
669
$319K 0.02%
24,923
+9,508
670
$318K 0.02%
+1,566
671
$317K 0.02%
1,372
-140
672
$314K 0.02%
+2,800
673
$314K 0.02%
+8,403
674
$313K 0.02%
+29,996
675
$313K 0.02%
+10,000
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