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
801
$231K 0.01%
2,724
-2,376
802
$231K 0.01%
+15,798
803
$230K 0.01%
557
+127
804
$230K 0.01%
+127,765
805
$230K 0.01%
20,543
-187,707
806
$230K 0.01%
+7,284
807
$230K 0.01%
20,000
808
$229K 0.01%
13,979
-7,188
809
$228K 0.01%
+2,280
810
$228K 0.01%
+19,205
811
$228K 0.01%
+458
812
$228K 0.01%
+12,717
813
$227K 0.01%
1,802
-13,581
814
$226K 0.01%
+14,853
815
$225K 0.01%
19,179
+4,059
816
$223K 0.01%
6,088
-7,502
817
$223K 0.01%
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818
$222K 0.01%
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819
$222K 0.01%
+6,166
820
$221K 0.01%
44,349
+19,682
821
$221K 0.01%
11,132
-5,868
822
$221K 0.01%
+253
823
$220K 0.01%
468
+2
824
$219K 0.01%
+7,133
825
$218K 0.01%
32,786
+9,138
31 32
33
34 35