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
$205M
AUM Growth
+$6.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
260
New
Increased
Reduced
Closed

Top Buys

1
+$595K
2
+$574K
3
+$377K
4
CVX icon
Chevron
CVX
+$206K
5
DOW icon
Dow Inc
DOW
+$172K

Top Sells

1
+$1.21M
2
+$691K
3
+$601K
4
MSFT icon
Microsoft
MSFT
+$389K
5
DEA
Easterly Government Properties
DEA
+$228K

Sector Composition

1 Technology 31.16%
2 Communication Services 15.37%
3 Industrials 13.64%
4 Healthcare 10.97%
5 Real Estate 7.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$5K ﹤0.01%
70
227
$5K ﹤0.01%
620
228
$4K ﹤0.01%
100
229
$4K ﹤0.01%
150
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$4K ﹤0.01%
157
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$3K ﹤0.01%
72
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$3K ﹤0.01%
48
233
$3K ﹤0.01%
32
234
$3K ﹤0.01%
55
235
$3K ﹤0.01%
55
236
$3K ﹤0.01%
34
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$2K ﹤0.01%
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$2K ﹤0.01%
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$1K ﹤0.01%
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$1K ﹤0.01%
110
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$1K ﹤0.01%
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$1K ﹤0.01%
3
245
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-9
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– –
0
248
– –
0
249
$0 ﹤0.01%
3
250
$0 ﹤0.01%
3
7 8 9
10
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