PCM

Princeton Capital Management Portfolio holdings

AUM $388M
1-Year Est. Return 37.91%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+37.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$337M
AUM Growth
+$52.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$1.42M
2
+$1.02M
3
+$952K
4
AVGO icon
Broadcom
AVGO
+$441K
5
SCHW icon
Charles Schwab
SCHW
+$393K

Top Sells

1
+$1.58M
2
+$1.36M
3
+$1.27M
4
NVDA icon
NVIDIA
NVDA
+$993K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$857K

Sector Composition

1 Technology 54.04%
2 Industrials 9.28%
3 Consumer Discretionary 8.54%
4 Financials 8.25%
5 Communication Services 7.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$815K 0.24%
7,942
-850
52
$792K 0.24%
9,818
-92
53
$675K 0.2%
8,510
-535
54
$652K 0.19%
9,265
-2,423
55
$652K 0.19%
47,860
-764
56
$651K 0.19%
1,240
+23
57
$623K 0.19%
45,422
+526
58
$613K 0.18%
1,306
-64
59
$566K 0.17%
6,677
+1,137
60
$543K 0.16%
4,599
+1
61
$518K 0.15%
16,899
+4,920
62
$509K 0.15%
694
+1
63
$501K 0.15%
978
-188
64
$494K 0.15%
869
+68
65
$492K 0.15%
6,191
+2,840
66
$486K 0.14%
1,862
67
$471K 0.14%
+10,959
68
$470K 0.14%
844
-140
69
$448K 0.13%
1,533
70
$438K 0.13%
2,747
71
$433K 0.13%
8,000
72
$429K 0.13%
+4,697
73
$424K 0.13%
2,022
-320
74
$418K 0.12%
591
75
$415K 0.12%
1,133
+1
1 2
3
4 5