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
$88.6M
AUM Growth
-$149K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$1.44M
2
+$1.28M
3
+$1.22M
4
XOM icon
Exxon Mobil
XOM
+$1.12M
5
D icon
Dominion Energy
D
+$1.06M

Top Sells

1
+$1.49M
2
+$1.42M
3
+$1.37M
4
AIG icon
American International
AIG
+$1.34M
5
HAL icon
Halliburton
HAL
+$1.25M

Sector Composition

1 Healthcare 15.36%
2 Industrials 13.79%
3 Technology 12.94%
4 Financials 12.64%
5 Consumer Discretionary 12.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-7,948
77
– –
-9,883
78
– –
-19,629
79
– –
-21,708
80
– –
-8,467
81
– –
-14,600
1 2 3
4