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
$87.5M
AUM Growth
-$1.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$1.22M
2
+$1.17M
3
+$1.17M
4
ETR icon
Entergy
ETR
+$965K
5
CELG
Celgene Corp
CELG
+$224K

Top Sells

1
+$1.41M
2
+$1.35M
3
+$1.23M
4
XOM icon
Exxon Mobil
XOM
+$1.17M
5
HCA icon
HCA Healthcare
HCA
+$333K

Sector Composition

1 Healthcare 15.57%
2 Industrials 13.79%
3 Technology 12.38%
4 Financials 12.36%
5 Consumer Discretionary 11.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-47,350
77
– –
-31,516
78
– –
-13,951
1 2 3
4