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
$230M
AUM Growth
+$4.84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
307
New
Increased
Reduced
Closed

Top Buys

1
+$1.84M
2
+$608K
3
+$497K
4
ACM icon
Aecom
ACM
+$332K
5
OLED icon
Universal Display
OLED
+$318K

Top Sells

1
+$1.96M
2
+$404K
3
+$183K
4
ALOG
Analogic Corp
ALOG
+$175K
5
VLO icon
Valero Energy
VLO
+$92.6K

Sector Composition

1 Technology 27.54%
2 Communication Services 17.67%
3 Industrials 15.57%
4 Healthcare 11.9%
5 Real Estate 7.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$733K 0.32%
82,078
-579
52
$706K 0.31%
8,931
53
$685K 0.3%
5,152
-620
54
$656K 0.29%
9,615
-250
55
$651K 0.28%
5,871
-835
56
$617K 0.27%
7,415
-575
57
$608K 0.26%
10,954
+4,788
58
$586K 0.25%
10,115
59
$538K 0.23%
21,790
60
$528K 0.23%
16,000
+10,075
61
$525K 0.23%
9,690
-915
62
$521K 0.23%
1,917
-206
63
$505K 0.22%
5,989
64
$498K 0.22%
28,005
+8,575
65
$492K 0.21%
15,090
-130
66
$469K 0.2%
6,452
-722
67
$424K 0.18%
12,122
68
$411K 0.18%
2,130
-145
69
$382K 0.17%
2,437
-350
70
$375K 0.16%
5,013
-385
71
$356K 0.15%
5,021
-281
72
$334K 0.15%
3,066
+77
73
$319K 0.14%
2,040
+2,000
74
$309K 0.13%
2,967
+750
75
$304K 0.13%
4,665
1 2
3
4 5