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
$241M
AUM Growth
+$7.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$826K
2
+$598K
3
+$503K
4
META icon
Meta Platforms (Facebook)
META
+$211K
5
AMZN icon
Amazon
AMZN
+$122K

Top Sells

1
+$4.63M
2
+$3.97M
3
+$2.94M
4
NVDA icon
NVIDIA
NVDA
+$802K
5
RIO icon
Rio Tinto
RIO
+$341K

Sector Composition

1 Technology 44.63%
2 Healthcare 14.09%
3 Communication Services 11.94%
4 Industrials 7.67%
5 Consumer Discretionary 7.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.22M 0.92%
9,983
-38
27
$2.19M 0.91%
5,565
+228
28
$2.18M 0.9%
62,113
-45
29
$2.08M 0.86%
56,783
-3,619
30
$1.94M 0.81%
13,289
-246
31
$1.9M 0.79%
3,534
-65
32
$1.78M 0.74%
12,788
+113
33
$1.66M 0.69%
24,826
+57
34
$1.66M 0.69%
4,028
+10
35
$1.59M 0.66%
13,068
+331
36
$1.57M 0.65%
10,772
-472
37
$1.5M 0.62%
6,078
-490
38
$1.47M 0.61%
13,220
39
$1.18M 0.49%
2,557
40
$1.18M 0.49%
19,656
-396
41
$1.16M 0.48%
8,570
-2,140
42
$1.1M 0.46%
13,005
+324
43
$1.07M 0.44%
6,384
-65
44
$1.03M 0.43%
35,998
-150
45
$949K 0.39%
15,241
-742
46
$888K 0.37%
22,153
-1,350
47
$827K 0.34%
14,571
-568
48
$820K 0.34%
4,763
+135
49
$809K 0.34%
1,816
50
$790K 0.33%
19,739
+385
1
2
3 4