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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
1726
– –
0
1727
– –
-2,780
1728
– –
0
1729
– –
-51,500
1730
– –
-62,000
1731
– –
0
1732
– –
-15,011
1733
– –
-318
1734
– –
-300
1735
– –
-100
1736
– –
-300
1737
– –
-1,639
1738
– –
-127
1739
– –
-1,813
1740
– –
-483
1741
– –
-38,100
1742
– –
-500
1743
– –
-1,420
1744
– –
-600
1745
– –
-1,735
1746
– –
-3,894
1747
– –
-1,262
1748
– –
-2,454
1749
– –
-221
1750
– –
0
68 69
70
71 72