PCM
Princeton Capital Management Portfolio holdings
AUM
$337M
This Quarter Return
+4.49%
1 Year Return
+24.56%
3 Year Return
+147.07%
5 Year Return
+217.78%
10 Year Return
–
AUM
$118M
AUM Growth
-$293K
(-0.25%)
Cap. Flow
-$5.03M
Cap. Flow
% of AUM
-4.25%
Top 10 Holdings %
Top 10 Hldgs %
23.33%
Holding
100
New
4
Increased
47
Reduced
23
Closed
12
Top Buys
| 1 |
DD
Du Pont De Nemours E I
DD
|
$1.54M |
| 2 |
NCR Voyix
VYX
|
$278K |
| 3 |
JPMorgan Chase
JPM
|
$271K |
| 4 |
eBay
EBAY
|
$271K |
| 5 |
YHOO
Yahoo Inc
YHOO
|
$270K |
Top Sells
| 1 |
International Paper
IP
|
$1.5M |
| 2 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$606K |
| 3 |
Vanguard Small-Cap ETF
VB
|
$596K |
| 4 |
Apple
AAPL
|
$586K |
| 5 |
iShares US Financial Services ETF
IYG
|
$532K |
Sector Composition
| 1 | Industrials | 14.51% |
| 2 | Technology | 14.33% |
| 3 | Healthcare | 12.59% |
| 4 | Financials | 12.36% |
| 5 | Energy | 10.01% |
