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
$349M
AUM Growth
+$35.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$1.25M
2
+$1.2M
3
+$601K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$457K
5
PLD icon
Prologis
PLD
+$239K

Top Sells

1
+$685K
2
+$388K
3
+$373K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$292K
5
VZ icon
Verizon
VZ
+$283K

Sector Composition

1 Technology 38.18%
2 Communication Services 14.58%
3 Healthcare 12.5%
4 Industrials 9.4%
5 Real Estate 9.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.4M 0.4%
8,431
-251
52
$1.4M 0.4%
6,205
+2
53
$1.29M 0.37%
17,540
+353
54
$1.25M 0.36%
+16,048
55
$1.21M 0.35%
2,290
+1,136
56
$1.2M 0.34%
5,794
+246
57
$1.19M 0.34%
7,528
+86
58
$1.17M 0.34%
15,113
59
$1.12M 0.32%
5,031
-90
60
$1.11M 0.32%
4,565
61
$1.08M 0.31%
8,012
+1,032
62
$963K 0.28%
4,641
63
$867K 0.25%
3,137
+24
64
$851K 0.24%
12,716
-792
65
$835K 0.24%
1,750
66
$793K 0.23%
1,670
-614
67
$760K 0.22%
18,209
68
$724K 0.21%
1,819
-201
69
$688K 0.2%
5,017
-70
70
$673K 0.19%
12,854
71
$649K 0.19%
3,796
+10
72
$638K 0.18%
6,086
+246
73
$547K 0.16%
6,967
+325
74
$517K 0.15%
4,990
75
$499K 0.14%
3,052
-98
1 2
3
4 5