PCM

Princeton Capital Management Portfolio holdings

AUM $373M
1-Year Est. Return 38.97%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+38.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$248M
AUM Growth
+$31.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$5.54M
2
+$1.67M
3
+$1.28M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.26M
5
TSLA icon
Tesla
TSLA
+$765K

Top Sells

1
+$3.51M
2
+$2.71M
3
+$1.81M
4
MSFT icon
Microsoft
MSFT
+$1.1M
5
KEYS icon
Keysight
KEYS
+$858K

Sector Composition

1 Technology 46.08%
2 Healthcare 12.83%
3 Communication Services 9.31%
4 Consumer Discretionary 8.28%
5 Industrials 8.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.18M 0.88%
5,457
-54
27
$1.95M 0.79%
51,740
+44,195
28
$1.93M 0.78%
11,364
+261
29
$1.87M 0.75%
17,167
-6,607
30
$1.79M 0.72%
58,926
-1,540
31
$1.78M 0.72%
4,356
+134
32
$1.75M 0.7%
8,862
-2,533
33
$1.69M 0.68%
4,117
-1,438
34
$1.62M 0.65%
20,187
+488
35
$1.59M 0.64%
14,280
+900
36
$1.59M 0.64%
10,267
-22,626
37
$1.59M 0.64%
5,363
-285
38
$1.39M 0.56%
11,588
-37
39
$1.31M 0.53%
25,843
-1,921
40
$1.28M 0.51%
5,001
+180
41
$1.26M 0.51%
+2,873
42
$1.23M 0.5%
13,290
+285
43
$1.18M 0.48%
35,010
-728
44
$1.17M 0.47%
2,344
-63
45
$1.17M 0.47%
11,755
-2,816
46
$1.08M 0.43%
17,565
-6,975
47
$1.06M 0.43%
17,543
-2,730
48
$969K 0.39%
71,245
+1,830
49
$916K 0.37%
13,084
50
$889K 0.36%
20,885
+626
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