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
$241M
AUM Growth
+$7.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$826K
2
+$598K
3
+$503K
4
META icon
Meta Platforms (Facebook)
META
+$211K
5
AMZN icon
Amazon
AMZN
+$122K

Top Sells

1
+$4.63M
2
+$3.97M
3
+$2.94M
4
NVDA icon
NVIDIA
NVDA
+$802K
5
RIO icon
Rio Tinto
RIO
+$341K

Sector Composition

1 Technology 44.63%
2 Healthcare 14.09%
3 Communication Services 11.94%
4 Industrials 7.67%
5 Consumer Discretionary 7.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$743K 0.31%
13,084
52
$731K 0.3%
4,006
-810
53
$720K 0.3%
11,258
-848
54
$670K 0.28%
1,757
+301
55
$633K 0.26%
4,902
56
$606K 0.25%
843
+85
57
$598K 0.25%
+54,535
58
$570K 0.24%
2,527
59
$543K 0.23%
4,629
-565
60
$530K 0.22%
8,299
-5,345
61
$503K 0.21%
+4,852
62
$486K 0.2%
5,411
+1
63
$473K 0.2%
3,120
-639
64
$467K 0.19%
4,575
-75
65
$464K 0.19%
3,158
+415
66
$430K 0.18%
1,440
-120
67
$391K 0.16%
2,483
-499
68
$350K 0.15%
1,128
-375
69
$336K 0.14%
97,604
-31,300
70
$329K 0.14%
7,500
71
$308K 0.13%
5,890
72
$306K 0.13%
19,191
-1,700
73
$291K 0.12%
681
74
$285K 0.12%
1,722
-150
75
$262K 0.11%
2,377
+190
1 2
3
4