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
276
– –
-955
277
– –
-4,000
278
– –
-14
279
– –
-1,000
280
– –
-79,952
281
– –
-200
282
– –
-379
283
– –
-2,685
284
$0 ﹤0.01%
23
8 9 10 11
12