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PCM

Princeton Capital Management Portfolio holdings

AUM $367M
1-Year Est. Return 46.37%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+46.37%
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
+$1.2M
2
+$475K
3
+$245K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$207K
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$191K

Top Sells

1
+$2.15M
2
+$2.15M
3
+$2.13M
4
MSFT icon
Microsoft
MSFT
+$1.83M
5
BA icon
Boeing
BA
+$1.8M

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
276
– –
-1,000
277
– –
-79,952
278
– –
-200
279
– –
-379
280
– –
-2,685
281
$0 ﹤0.01%
23
282
– –
-388
283
– –
-5,000
8 9 10 11
12