PCM

Princeton Capital Management Portfolio holdings

AUM $367M
1-Year Est. Return 46.37%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+46.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$373M
AUM Growth
+$35.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$2.81M
2
+$1.89M
3
+$1.78M
4
BA icon
Boeing
BA
+$1.09M
5
COHR icon
Coherent
COHR
+$959K

Top Sells

1
+$5.08M
2
+$2.18M
3
+$1.54M
4
TFC icon
Truist Financial
TFC
+$1.24M
5
MRVL icon
Marvell Technology
MRVL
+$999K

Sector Composition

1 Technology 53.4%
2 Industrials 9.76%
3 Financials 8.43%
4 Communication Services 7.87%
5 Consumer Discretionary 7.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.28M 0.61%
4,768
27
$2.25M 0.6%
9,890
-1,856
28
$2.24M 0.6%
11,647
-1,229
29
$2.16M 0.58%
6,408
-57
30
$2.14M 0.57%
21,827
+1,251
31
$2.11M 0.57%
4,622
-13
32
$1.85M 0.5%
14,212
-75
33
$1.83M 0.49%
+11,262
34
$1.7M 0.46%
32,873
-3,291
35
$1.66M 0.45%
7,167
36
$1.58M 0.42%
13,826
-1,261
37
$1.5M 0.4%
9,245
-124
38
$1.48M 0.4%
6,868
+4,846
39
$1.45M 0.39%
7,860
-90
40
$1.44M 0.39%
7,836
-198
41
$1.37M 0.37%
12,747
+9,618
42
$1.31M 0.35%
5,539
-104
43
$1.25M 0.34%
1,874
44
$1.16M 0.31%
13,751
-13,577
45
$1.15M 0.31%
29,276
+561
46
$1.1M 0.3%
1,752
47
$1.04M 0.28%
3,696
-664
48
$1.02M 0.27%
14,932
-1,528
49
$931K 0.25%
20,661
-492
50
$908K 0.24%
9,818
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2
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