PCM

Princeton Capital Management Portfolio holdings

AUM $388M
1-Year Est. Return 37.91%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+37.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$225M
AUM Growth
+$1.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
297
New
Increased
Reduced
Closed

Top Buys

1
+$558K
2
+$443K
3
+$300K
4
C icon
Citigroup
C
+$265K
5
BAC icon
Bank of America
BAC
+$253K

Top Sells

1
+$1.51M
2
+$476K
3
+$410K
4
AAPL icon
Apple
AAPL
+$392K
5
AAL icon
American Airlines Group
AAL
+$337K

Sector Composition

1 Technology 27.89%
2 Communication Services 17.38%
3 Industrials 16.06%
4 Healthcare 12.54%
5 Real Estate 7.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$8K ﹤0.01%
+115
252
$7K ﹤0.01%
+500
253
$7K ﹤0.01%
+167
254
$7K ﹤0.01%
+100
255
$7K ﹤0.01%
+40
256
$7K ﹤0.01%
+40
257
$7K ﹤0.01%
+200
258
$7K ﹤0.01%
+47
259
$6K ﹤0.01%
237
260
$6K ﹤0.01%
+69
261
$6K ﹤0.01%
+70
262
$6K ﹤0.01%
+79
263
$5K ﹤0.01%
+25
264
$5K ﹤0.01%
+157
265
$4K ﹤0.01%
+89
266
$4K ﹤0.01%
+250
267
$4K ﹤0.01%
+80
268
$4K ﹤0.01%
+100
269
$4K ﹤0.01%
+403
270
$4K ﹤0.01%
+250
271
$3K ﹤0.01%
+139
272
$3K ﹤0.01%
+34
273
$3K ﹤0.01%
+88
274
$3K ﹤0.01%
+10
275
$3K ﹤0.01%
+110
8 9 10
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