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
$284M
AUM Growth
-$38.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$2.17M
2
+$1.85M
3
+$1.45M
4
TFC icon
Truist Financial
TFC
+$1.45M
5
NOW icon
ServiceNow
NOW
+$1.11M

Top Sells

1
+$2.98M
2
+$2.61M
3
+$2.3M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.67M
5
NVO icon
Novo Nordisk
NVO
+$1.57M

Sector Composition

1 Technology 51.64%
2 Healthcare 10.06%
3 Consumer Discretionary 9.07%
4 Financials 8.15%
5 Industrials 7.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$758K 0.27%
7,680
+454
52
$756K 0.27%
8,792
-1,465
53
$743K 0.26%
+15,807
54
$673K 0.24%
48,624
+390
55
$638K 0.22%
1,370
-277
56
$635K 0.22%
9,045
-1,329
57
$634K 0.22%
3,852
-6,110
58
$566K 0.2%
11,688
-5,039
59
$562K 0.2%
+984
60
$561K 0.2%
4,598
61
$500K 0.18%
1,166
+91
62
$479K 0.17%
1,533
63
$468K 0.16%
2,747
-45
64
$466K 0.16%
693
-30
65
$460K 0.16%
44,896
-3,806
66
$439K 0.15%
6,721
-40
67
$434K 0.15%
1,862
68
$415K 0.15%
1,132
-37
69
$412K 0.15%
2,348
-114
70
$411K 0.14%
801
-3,251
71
$399K 0.14%
2,342
-416
72
$376K 0.13%
8,290
-50,810
73
$368K 0.13%
11,979
+75
74
$361K 0.13%
5,540
75
$360K 0.13%
2,150
-582
1 2
3
4 5