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
-$3.45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$2.61M
2
+$2.05M
3
+$920K
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$295K
5
NKE icon
Nike
NKE
+$256K

Top Sells

1
+$1.51M
2
+$1.38M
3
+$1.28M
4
BA icon
Boeing
BA
+$1.03M
5
AMZN icon
Amazon
AMZN
+$973K

Sector Composition

1 Technology 35.01%
2 Healthcare 16.92%
3 Industrials 12.25%
4 Communication Services 11.09%
5 Real Estate 8.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.81M 1.25%
58,908
-10,190
27
$2.74M 1.22%
6,401
-85
28
$2.61M 1.16%
+7,421
29
$2.53M 1.13%
9,651
+3,502
30
$2.34M 1.04%
13,008
+3
31
$2.31M 1.03%
32,912
-711
32
$2.23M 0.99%
69,708
-720
33
$2.09M 0.93%
8,723
-174
34
$2.05M 0.91%
+14,638
35
$1.91M 0.85%
21,540
-680
36
$1.86M 0.83%
5,355
37
$1.79M 0.8%
25,160
-1,188
38
$1.63M 0.72%
3,565
+229
39
$1.53M 0.68%
13,680
-1,145
40
$1.49M 0.66%
11,148
+742
41
$1.32M 0.59%
16,410
-484
42
$1.26M 0.56%
13,285
-999
43
$1.23M 0.55%
37,209
+1,099
44
$1.16M 0.52%
3,437
-25
45
$1.11M 0.49%
6,505
+104
46
$1.08M 0.48%
12,681
-2,210
47
$1.06M 0.47%
5,395
-523
48
$949K 0.42%
13,329
+200
49
$937K 0.42%
24,276
-1,174
50
$867K 0.39%
13,220
1
2
3 4