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
$225M
AUM Growth
+$32.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$2.39M
2
+$612K
3
+$503K
4
MCHP icon
Microchip Technology
MCHP
+$475K
5
AAPL icon
Apple
AAPL
+$440K

Top Sells

1
+$1.1M
2
+$354K
3
+$281K
4
VMC icon
Vulcan Materials
VMC
+$241K
5
D icon
Dominion Energy
D
+$197K

Sector Composition

1 Technology 35.26%
2 Communication Services 15.29%
3 Healthcare 12.51%
4 Real Estate 9.97%
5 Industrials 9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.71M 1.2%
16,894
+1,603
27
$2.71M 1.2%
23,757
+1,612
28
$2.46M 1.09%
6,832
+428
29
$2.39M 1.06%
+16,798
30
$2.22M 0.99%
71,630
-2,478
31
$2.17M 0.96%
30,740
-460
32
$2.1M 0.93%
81,041
-42,577
33
$2.1M 0.93%
63,984
+1,270
34
$2M 0.89%
9,675
-1,714
35
$1.69M 0.75%
15,444
+3,034
36
$1.66M 0.74%
15,020
+4,554
37
$1.62M 0.72%
30,278
+3,084
38
$1.62M 0.72%
15,542
+3,725
39
$1.58M 0.7%
69,262
+9,362
40
$1.56M 0.69%
5,293
-20
41
$1.37M 0.61%
10,814
-182
42
$1.33M 0.59%
11,292
+2,526
43
$1.21M 0.54%
5,146
44
$1.17M 0.52%
14,317
+3,302
45
$1.14M 0.51%
7,258
-400
46
$1.09M 0.48%
20,748
+4,862
47
$1.07M 0.48%
20,408
+9,008
48
$995K 0.44%
8,592
-2,085
49
$986K 0.44%
3,251
-40
50
$939K 0.42%
15,909
+1,443
1
2
3 4