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
$314M
AUM Growth
-$9.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$1.91M
2
+$1.59M
3
+$980K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$723K
5
NVDA icon
NVIDIA
NVDA
+$613K

Top Sells

1
+$2.87M
2
+$2.63M
3
+$1.38M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.06M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$477K

Sector Composition

1 Technology 35.17%
2 Communication Services 16.72%
3 Healthcare 12.67%
4 Industrials 8.89%
5 Real Estate 8.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.36M 0.43%
24,324
+979
52
$1.32M 0.42%
6,203
53
$1.22M 0.39%
7,442
-36
54
$1.18M 0.38%
17,187
+1,130
55
$988K 0.32%
5,121
+710
56
$980K 0.31%
+2,284
57
$954K 0.3%
15,113
+1,367
58
$954K 0.3%
6,980
+1,504
59
$911K 0.29%
5,548
+509
60
$903K 0.29%
13,508
61
$886K 0.28%
4,565
62
$785K 0.25%
4,641
-170
63
$754K 0.24%
1,750
64
$723K 0.23%
+2,020
65
$719K 0.23%
3,113
+54
66
$685K 0.22%
7,736
+2,685
67
$611K 0.19%
3,786
-860
68
$592K 0.19%
18,209
69
$589K 0.19%
4,990
+61
70
$570K 0.18%
5,840
71
$566K 0.18%
5,087
+543
72
$559K 0.18%
12,854
-2,800
73
$544K 0.17%
1,154
+348
74
$508K 0.16%
8,000
75
$485K 0.15%
6,642
+400
1 2
3
4 5