PCM
Princeton Capital Management Portfolio holdings
AUM
$337M
1-Year Return
24.56%
This Quarter Return
-12.48%
1 Year Return
+24.56%
3 Year Return
+147.07%
5 Year Return
+217.78%
10 Year Return
–
AUM
$171M
AUM Growth
-$69.6M
(-29%)
Cap. Flow
-$37M
Cap. Flow
% of AUM
-21.59%
Top 10 Holdings %
Top 10 Hldgs %
41.18%
Holding
284
New
18
Increased
26
Reduced
99
Closed
22
Top Buys
| 1 |
PayPal
PYPL
|
$1.21M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$440K |
| 3 |
Lumentum
LITE
|
$209K |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
$188K |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
$177K |
Top Sells
| 1 |
American Tower
AMT
|
$2.17M |
| 2 |
Alphabet (Google) Class A
GOOGL
|
$2.06M |
| 3 |
Apple
AAPL
|
$1.75M |
| 4 |
Microsoft
MSFT
|
$1.74M |
| 5 |
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% |
