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
$317M
AUM Growth
+$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$6.51M
2
+$2.89M
3
+$2.15M
4
AVGO icon
Broadcom
AVGO
+$1.44M
5
GEV icon
GE Vernova
GEV
+$1.42M

Top Sells

1
+$1.72M
2
+$1.59M
3
+$1.31M
4
HPE icon
Hewlett Packard
HPE
+$1.1M
5
HPQ icon
HP
HPQ
+$1.08M

Sector Composition

1 Technology 53.13%
2 Healthcare 11.71%
3 Consumer Discretionary 8.21%
4 Communication Services 8.2%
5 Industrials 6.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$692K 0.22%
50,844
-26,160
52
$669K 0.21%
8,579
-1,815
53
$664K 0.21%
2,414
-4,753
54
$596K 0.19%
3,919
-723
55
$543K 0.17%
948
+160
56
$491K 0.15%
4,263
57
$476K 0.15%
2,746
58
$467K 0.15%
1,533
-14
59
$465K 0.15%
1,856
-82
60
$462K 0.15%
1,140
+1
61
$432K 0.14%
854
+378
62
$391K 0.12%
5,497
-69
63
$390K 0.12%
5,250
-2,185
64
$388K 0.12%
664
+45
65
$387K 0.12%
3,016
66
$386K 0.12%
2,618
-81
67
$367K 0.12%
5,890
68
$366K 0.12%
1,858
69
$357K 0.11%
27,855
+5,064
70
$344K 0.11%
10,339
-187
71
$337K 0.11%
681
72
$309K 0.1%
2,603
73
$303K 0.1%
+7,282
74
$293K 0.09%
7,500
75
$292K 0.09%
8,000
1 2
3
4 5