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
$284M
AUM Growth
-$38.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$2.17M
2
+$1.85M
3
+$1.45M
4
TFC icon
Truist Financial
TFC
+$1.45M
5
NOW icon
ServiceNow
NOW
+$1.11M

Top Sells

1
+$2.98M
2
+$2.61M
3
+$2.3M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.67M
5
NVO icon
Novo Nordisk
NVO
+$1.57M

Sector Composition

1 Technology 51.64%
2 Healthcare 10.06%
3 Consumer Discretionary 9.07%
4 Financials 8.15%
5 Industrials 7.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.78M 0.63%
25,668
-22,619
27
$1.77M 0.62%
17,922
-1,281
28
$1.7M 0.6%
8,101
29
$1.66M 0.58%
26,894
+7,157
30
$1.63M 0.57%
4,938
-1
31
$1.61M 0.57%
38,680
+1,553
32
$1.6M 0.56%
6,162
-2,788
33
$1.53M 0.54%
2,662
+1,551
34
$1.47M 0.52%
32,165
35
$1.45M 0.51%
+5,419
36
$1.45M 0.51%
19,937
+6,064
37
$1.45M 0.51%
+35,247
38
$1.42M 0.5%
4,568
-215
39
$1.36M 0.48%
15,192
-1,234
40
$1.35M 0.47%
14,541
+629
41
$1.22M 0.43%
11,837
-8,522
42
$1.11M 0.39%
+1,392
43
$1.07M 0.38%
5,334
+4,234
44
$1.06M 0.37%
17,101
-156
45
$1.04M 0.37%
2,185
-42
46
$1.04M 0.37%
1,849
-920
47
$984K 0.35%
25,980
+275
48
$867K 0.31%
9,910
-148
49
$813K 0.29%
2,321
-200
50
$772K 0.27%
1,217
-18
1
2
3 4 5