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
$248M
AUM Growth
+$31.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$5.54M
2
+$1.67M
3
+$1.28M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.26M
5
TSLA icon
Tesla
TSLA
+$765K

Top Sells

1
+$3.51M
2
+$2.71M
3
+$1.81M
4
MSFT icon
Microsoft
MSFT
+$1.1M
5
KEYS icon
Keysight
KEYS
+$858K

Sector Composition

1 Technology 46.08%
2 Healthcare 12.83%
3 Communication Services 9.31%
4 Consumer Discretionary 8.28%
5 Industrials 8.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$856K 0.34%
7,886
-359
52
$797K 0.32%
4,062
-840
53
$769K 0.31%
12,250
-2,833
54
$765K 0.31%
+3,080
55
$753K 0.3%
857
+14
56
$636K 0.26%
8,543
+648
57
$563K 0.23%
4,852
58
$533K 0.22%
5,498
-114
59
$531K 0.21%
18,457
-2,634
60
$528K 0.21%
2,327
61
$500K 0.2%
1,685
+25
62
$488K 0.2%
4,333
-89
63
$486K 0.2%
3,315
-36
64
$433K 0.17%
3,198
-589
65
$403K 0.16%
1,163
+35
66
$395K 0.16%
2,648
+165
67
$393K 0.16%
7,660
-1,172
68
$392K 0.16%
15,778
-589
69
$335K 0.14%
7,500
70
$330K 0.13%
2,864
-23,536
71
$326K 0.13%
5,890
72
$325K 0.13%
2,994
+17
73
$319K 0.13%
1,300
+7
74
$315K 0.13%
681
75
$315K 0.13%
1,198
1 2
3
4 5