PCM

Princeton Capital Management Portfolio holdings

AUM $373M
1-Year Est. Return 38.97%
This Quarter Est. Return
1 Year Est. Return
+38.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$81M
AUM Growth
-$6.49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$1.05M
2
+$763K
3
+$701K
4
DG icon
Dollar General
DG
+$677K
5
RDS.B
Royal Dutch Shell PLC ADS Class B
RDS.B
+$377K

Top Sells

1
+$1.27M
2
+$1.26M
3
+$1.15M
4
AAPL icon
Apple
AAPL
+$460K
5
KMX icon
CarMax
KMX
+$455K

Sector Composition

1 Healthcare 14.88%
2 Industrials 13.91%
3 Technology 13.86%
4 Financials 12.98%
5 Communication Services 10.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1K ﹤0.01%
10,000
77
– –
-10,495
78
– –
-4,956
79
– –
-20,105
1 2 3
4