PCM
Prelude Capital Management Portfolio holdings
AUM
$1.02B
1-Year Return
30.93%
This Quarter Return
+9.81%
1 Year Return
+30.93%
3 Year Return
+112.01%
5 Year Return
+170.21%
10 Year Return
+650.33%
AUM
$1.24B
AUM Growth
+$530M
(+74%)
Cap. Flow
+$385M
Cap. Flow
% of AUM
30.97%
Top 10 Holdings %
Top 10 Hldgs %
33.57%
Holding
1,866
New
267
Increased
251
Reduced
186
Closed
854
Top Buys
| 1 |
Amazon
AMZN
|
$212M |
| 2 |
Tesla
TSLA
|
$45.8M |
| 3 |
iShares Russell 2000 ETF
IWM
|
$31.4M |
| 4 |
Brighthouse Financial
BHF
|
$20M |
| 5 |
SPDR Gold Trust
GLD
|
$18M |
Top Sells
Sector Composition
| 1 | Consumer Discretionary | 30.67% |
| 2 | Technology | 16.89% |
| 3 | Industrials | 10.13% |
| 4 | Financials | 8.23% |
| 5 | Communication Services | 6.87% |
