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
26
$2.62M 1.28%
57,810
-2,582
27
$2.47M 1.21%
21,601
+554
28
$2.46M 1.2%
25,174
+6,093
29
$2.31M 1.13%
14,997
+3,719
30
$2.13M 1.04%
5,941
+134
31
$1.98M 0.97%
36,640
-2,360
32
$1.75M 0.85%
12,829
33
$1.67M 0.81%
31,789
+746
34
$1.67M 0.81%
65,242
-850
35
$1.59M 0.78%
11,607
36
$1.38M 0.67%
8,322
-125
37
$1.37M 0.67%
5,177
+20
38
$1.22M 0.59%
20,686
+684
39
$1.15M 0.56%
60,724
+8,017
40
$1.03M 0.5%
21,945
+794
41
$973K 0.47%
26,085
42
$959K 0.47%
33,055
43
$937K 0.46%
3,545
+80
44
$926K 0.45%
5,023
+2,044
45
$910K 0.44%
20,928
+1,099
46
$860K 0.42%
217,245
-3,000
47
$822K 0.4%
10,625
+283
48
$797K 0.39%
9,963
49
$709K 0.35%
8,038
50
$694K 0.34%
10,417
+1,915
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