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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
1626
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0
1627
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-18,002
1628
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1629
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-6,085
1630
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-900
1631
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-12,050
1632
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-75,213
1633
– –
0
1634
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0
1635
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0
1636
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-8,642
1637
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0
1638
– –
-1,247
1639
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-4,368
1640
– –
-375
1641
– –
-922
1642
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-62
1643
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-400
1644
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-3,300
1645
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-589
1646
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1647
– –
-10,023
1648
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-241
1649
– –
-9,154
1650
– –
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64 65
66
67 68