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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
1601
– –
-1,483
1602
– –
-80
1603
– –
-266
1604
– –
0
1605
– –
-6,900
1606
– –
-1,175
1607
– –
-2,607
1608
– –
-4,153
1609
– –
-83
1610
– –
-9
1611
– –
-1,710
1612
– –
-306
1613
– –
0
1614
– –
-52,540
1615
– –
-21,399
1616
– –
0
1617
– –
-22,534
1618
– –
-2,296
1619
– –
-4,042
1620
– –
-748
1621
– –
0
1622
– –
-3,246
1623
– –
-2,300
1624
– –
-303
1625
– –
0
63 64
65
66 67