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
$225M
AUM Growth
+$32.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$2.39M
2
+$612K
3
+$503K
4
MCHP icon
Microchip Technology
MCHP
+$475K
5
AAPL icon
Apple
AAPL
+$440K

Top Sells

1
+$1.1M
2
+$354K
3
+$281K
4
VMC icon
Vulcan Materials
VMC
+$241K
5
D icon
Dominion Energy
D
+$197K

Sector Composition

1 Technology 35.26%
2 Communication Services 15.29%
3 Healthcare 12.51%
4 Real Estate 9.97%
5 Industrials 9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$912K 0.4%
191,676
+13,034
52
$790K 0.35%
33,274
53
$633K 0.28%
11,269
+38
54
$592K 0.26%
7,287
-2,420
55
$577K 0.26%
21,393
+3,423
56
$571K 0.25%
7,145
57
$561K 0.25%
5,394
+2,226
58
$542K 0.24%
1,750
59
$517K 0.23%
7,008
-1,424
60
$504K 0.22%
5,358
+300
61
$460K 0.2%
12,230
-110
62
$453K 0.2%
2,420
+779
63
$439K 0.19%
27,765
-4,939
64
$425K 0.19%
7,218
+207
65
$423K 0.19%
3,088
66
$415K 0.18%
1,925
-25
67
$412K 0.18%
15,803
+2,130
68
$405K 0.18%
8,000
69
$403K 0.18%
4,860
+1,071
70
$377K 0.17%
4,220
-25
71
$367K 0.16%
2,613
+118
72
$360K 0.16%
2,194
+529
73
$355K 0.16%
3,883
74
$327K 0.15%
2,739
+1
75
$295K 0.13%
8,514
1 2
3
4