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PCM

Prelude Capital Management Portfolio holdings

AUM $1.3B
1-Year Est. Return 62.19%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+62.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.26B
AUM Growth
+$28.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,906
New
Increased
Reduced
Closed

Top Buys

1
+$32.4M
2
+$32.1M
3
+$28.2M
4
ANDV
Andeavor
ANDV
+$20.3M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$17.8M

Top Sells

1
+$38M
2
+$20.6M
3
+$20.3M
4
PAY
Verifone Systems Inc
PAY
+$15.4M
5
RSPP
RSP Permian, Inc.
RSPP
+$13.7M

Sector Composition

1 Technology 19.92%
2 Healthcare 13.42%
3 Financials 11.51%
4 Communication Services 11.47%
5 Energy 7.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1401
– –
-4,418
1402
– –
-17,960
1403
– –
-6
1404
– –
0
1405
– –
0
1406
– –
-186
1407
– –
-365
1408
– –
-5,179
1409
– –
-11,186
1410
– –
-22,026
1411
– –
0
1412
– –
-7,391
1413
– –
-2,675
1414
– –
-2,271
1415
– –
-300
1416
– –
-10,595
1417
– –
0
1418
– –
0
1419
– –
-100
1420
– –
0
1421
– –
-2,857
1422
– –
-1,343
1423
– –
-74,266
1424
– –
-102
1425
– –
0
55 56
57
58 59