PCM

Princeton Capital Management Portfolio holdings

AUM $373M
1-Year Est. Return 38.97%
This Quarter Est. Return
1 Year Est. Return
+38.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$171M
AUM Growth
-$69.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
284
New
Increased
Reduced
Closed

Top Buys

1
+$1.21M
2
+$440K
3
+$209K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$188K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$177K

Top Sells

1
+$2.17M
2
+$2.06M
3
+$1.75M
4
MSFT icon
Microsoft
MSFT
+$1.74M
5
BA icon
Boeing
BA
+$1.68M

Sector Composition

1 Technology 28.92%
2 Communication Services 16.66%
3 Industrials 14.63%
4 Healthcare 11.63%
5 Real Estate 7.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$5K ﹤0.01%
40
227
$5K ﹤0.01%
200
228
$5K ﹤0.01%
105
229
$5K ﹤0.01%
79
230
$5K ﹤0.01%
45
-300
231
$4K ﹤0.01%
539
+3
232
$4K ﹤0.01%
250
233
$4K ﹤0.01%
100
234
$4K ﹤0.01%
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235
$4K ﹤0.01%
70
236
$3K ﹤0.01%
80
237
$3K ﹤0.01%
150
238
$3K ﹤0.01%
55
239
$3K ﹤0.01%
55
240
$2K ﹤0.01%
72
241
$2K ﹤0.01%
28
242
$2K ﹤0.01%
48
243
$2K ﹤0.01%
32
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$2K ﹤0.01%
110
245
$2K ﹤0.01%
100
-39
246
$2K ﹤0.01%
50
247
$2K ﹤0.01%
204
248
$2K ﹤0.01%
34
249
$1K ﹤0.01%
+33
250
$1K ﹤0.01%
+3
8 9
10
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