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
701
$291K 0.02%
9,558
-1,796
702
$291K 0.02%
+668
703
$290K 0.02%
+3,127
704
$289K 0.02%
7,252
-12,689
705
$288K 0.02%
+12,416
706
$287K 0.02%
272
-1
707
$286K 0.02%
2,168
-5,100
708
$285K 0.02%
+15,443
709
$284K 0.02%
+962
710
$284K 0.02%
15,430
+2,000
711
$283K 0.02%
+68,600
712
$283K 0.02%
29,079
+7,518
713
$283K 0.02%
5,556
-39,136
714
$282K 0.02%
38,314
715
$281K 0.02%
13,611
+1,057
716
$280K 0.02%
+1,359
717
$279K 0.02%
1,070
-3,007
718
$278K 0.02%
+29,335
719
$278K 0.02%
28,600
+12,266
720
$278K 0.02%
+13,850
721
$278K 0.02%
23,479
+11,640
722
$277K 0.02%
68,600
+9,700
723
$277K 0.02%
+15,300
724
$277K 0.02%
88,181
+58,755
725
$276K 0.02%
652
-148
27 28
29
30 31