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
926
$142K 0.01%
14,331
-4,511
927
$142K 0.01%
+12,430
928
$141K 0.01%
33,918
-6,982
929
$141K 0.01%
+12,193
930
$139K 0.01%
+29,924
931
$138K 0.01%
10,000
932
$138K 0.01%
+10,500
933
$133K 0.01%
+10,607
934
$133K 0.01%
+10,324
935
$133K 0.01%
28,686
+517
936
$133K 0.01%
13,234
-760
937
$130K 0.01%
36,042
+21,968
938
$129K 0.01%
22,000
939
$129K 0.01%
+11,447
940
$128K 0.01%
+10,832
941
$128K 0.01%
+13,066
942
$128K 0.01%
+13,920
943
$122K 0.01%
49,300
+19,400
944
$121K 0.01%
11,758
+481
945
$120K 0.01%
16,400
-5,886
946
$120K 0.01%
101,705
+5,511
947
$120K 0.01%
12,306
+1,700
948
$117K 0.01%
+12,737
949
$117K 0.01%
32,740
-81,836
950
$116K 0.01%
16,684
+1,900
36 37
38
39 40