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
$323M
AUM Growth
+$5.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$1.45M
2
+$805K
3
+$606K
4
GBTC icon
Grayscale Bitcoin Trust
GBTC
+$410K
5
AVGO icon
Broadcom
AVGO
+$403K

Top Sells

1
+$2.31M
2
+$897K
3
+$803K
4
MCHP icon
Microchip Technology
MCHP
+$676K
5
AAPL icon
Apple
AAPL
+$402K

Sector Composition

1 Technology 53.2%
2 Consumer Discretionary 9.73%
3 Healthcare 9.17%
4 Communication Services 8.26%
5 Industrials 6.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$694K 0.21%
48,234
-2,610
52
$689K 0.21%
1,647
-243
53
$651K 0.2%
1,111
+163
54
$577K 0.18%
6,761
-1,818
55
$573K 0.18%
2,462
-785
56
$522K 0.16%
1,075
+221
57
$505K 0.16%
48,702
+34,479
58
$495K 0.15%
4,598
+335
59
$488K 0.15%
2,758
-1,161
60
$479K 0.15%
1,862
+6
61
$468K 0.14%
2,792
+46
62
$455K 0.14%
1,169
+29
63
$444K 0.14%
1,533
64
$423K 0.13%
3,016
65
$412K 0.13%
723
+42
66
$410K 0.13%
+5,540
67
$396K 0.12%
2,732
+114
68
$374K 0.12%
11,904
+1,565
69
$373K 0.12%
8,000
70
$367K 0.11%
5,890
71
$364K 0.11%
750
+86
72
$338K 0.1%
591
+109
73
$325K 0.1%
11,200
+1,200
74
$323K 0.1%
1,858
75
$321K 0.1%
2,572
1 2
3
4 5