PCM

Prelude Capital Management Portfolio holdings

AUM $1.36B
1-Year Est. Return 49.51%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+49.51%
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
+$6.65M
2
+$6.45M
3
+$5.85M
4
BITO icon
ProShares Bitcoin Strategy ETF
BITO
+$5.79M
5
GTM
ZoomInfo Technologies
GTM
+$5.61M

Top Sells

1
+$11.1M
2
+$8.43M
3
+$7.72M
4
NTES icon
NetEase
NTES
+$7.33M
5
FTRE icon
Fortrea Holdings
FTRE
+$6.96M

Sector Composition

1 Technology 19.01%
2 Consumer Discretionary 12.2%
3 Healthcare 12.09%
4 Industrials 10.81%
5 Communication Services 8.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1301
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1302
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1303
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1305
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1307
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1308
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1309
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0
1310
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1311
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1312
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1313
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1314
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-14,795
1315
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1316
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0
1317
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1318
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1319
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1320
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1321
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1322
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1323
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1324
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1325
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-13,252
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