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
$323M
AUM Growth
+$5.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$1.45M
2
+$805K
3
+$606K
4
GBTC icon
Grayscale Bitcoin Trust
GBTC
+$410K
5
AVGO icon
Broadcom
AVGO
+$403K

Top Sells

1
+$2.31M
2
+$897K
3
+$803K
4
MCHP icon
Microchip Technology
MCHP
+$676K
5
AAPL icon
Apple
AAPL
+$402K

Sector Composition

1 Technology 53.2%
2 Consumer Discretionary 9.73%
3 Healthcare 9.17%
4 Communication Services 8.26%
5 Industrials 6.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.36M 0.73%
59,100
-847
27
$2.18M 0.68%
4,052
+1,125
28
$2.18M 0.67%
19,737
+880
29
$2.14M 0.66%
19,203
-20,740
30
$2.13M 0.66%
5,033
-170
31
$1.79M 0.55%
4,939
-65
32
$1.63M 0.51%
16,426
-8,067
33
$1.63M 0.51%
37,127
+2,190
34
$1.63M 0.5%
2,769
+230
35
$1.62M 0.5%
9,962
-1,526
36
$1.53M 0.47%
32,165
-5,601
37
$1.49M 0.46%
13,912
38
$1.44M 0.45%
8,101
-826
39
$1.25M 0.39%
4,783
-1,324
40
$1.15M 0.36%
2,227
41
$1.08M 0.33%
10,257
-685
42
$1.02M 0.32%
17,257
-2,001
43
$996K 0.31%
10,058
-445
44
$979K 0.3%
25,705
+660
45
$959K 0.3%
16,727
-11,791
46
$880K 0.27%
1,235
-10
47
$837K 0.26%
13,873
+2,577
48
$805K 0.25%
+7,226
49
$797K 0.25%
2,521
+107
50
$751K 0.23%
10,374
-3,016
1
2
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