PCM

Princeton Capital Management Portfolio holdings

AUM $373M
1-Year Est. Return 38.97%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+38.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$88.8M
AUM Growth
+$701K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$1.99M
2
+$1.38M
3
+$1.34M
4
VLO icon
Valero Energy
VLO
+$1.18M
5
HAS icon
Hasbro
HAS
+$1.17M

Top Sells

1
+$1.69M
2
+$1.33M
3
+$1.3M
4
MDT icon
Medtronic
MDT
+$1.29M
5
SLB icon
SLB Ltd
SLB
+$1.21M

Sector Composition

1 Healthcare 16.27%
2 Financials 14.95%
3 Industrials 13.67%
4 Technology 12.49%
5 Consumer Discretionary 11.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
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-17,400
77
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-24,250
78
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-21,750
79
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-53,000
80
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-3,333
81
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-19,290
82
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-19,825
83
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-30,255
84
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-17,550
85
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-17,162
86
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-31,650
87
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-12,474
88
– –
-36,300
1 2 3
4