PCM

Princeton Capital Management Portfolio holdings

AUM $388M
1-Year Est. Return 37.91%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+37.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$337M
AUM Growth
+$52.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$1.42M
2
+$1.02M
3
+$952K
4
AVGO icon
Broadcom
AVGO
+$441K
5
SCHW icon
Charles Schwab
SCHW
+$393K

Top Sells

1
+$1.58M
2
+$1.36M
3
+$1.27M
4
NVDA icon
NVIDIA
NVDA
+$993K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$857K

Sector Composition

1 Technology 54.04%
2 Industrials 9.28%
3 Consumer Discretionary 8.54%
4 Financials 8.25%
5 Communication Services 7.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.12M 0.63%
27,328
+434
27
$2.05M 0.61%
6,462
+300
28
$1.94M 0.58%
22,774
-3,279
29
$1.92M 0.57%
20,576
+639
30
$1.87M 0.56%
15,087
-2,835
31
$1.85M 0.55%
4,768
-170
32
$1.83M 0.54%
42,529
+7,282
33
$1.75M 0.52%
+9,580
34
$1.75M 0.52%
6,465
+1,131
35
$1.71M 0.51%
36,164
-2,516
36
$1.63M 0.49%
7,950
+990
37
$1.61M 0.48%
14,287
-254
38
$1.54M 0.46%
5,643
+224
39
$1.51M 0.45%
28,668
-3,497
40
$1.33M 0.4%
7,167
-934
41
$1.33M 0.39%
9,369
-2,468
42
$1.24M 0.37%
28,715
+2,735
43
$1.22M 0.36%
4,360
-208
44
$1.17M 0.35%
16,993
-8,675
45
$1.16M 0.35%
1,874
+25
46
$1.16M 0.34%
8,034
+354
47
$1.14M 0.34%
16,460
-641
48
$962K 0.29%
1,752
-433
49
$954K 0.28%
21,153
+5,346
50
$824K 0.24%
2,321
1
2
3 4 5