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
$69.2M
AUM Growth
-$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$1.33M
2
+$929K
3
+$826K
4
COF icon
Capital One
COF
+$758K
5
ETN icon
Eaton
ETN
+$736K

Top Sells

1
+$1.46M
2
+$1.27M
3
+$1.26M
4
WFC icon
Wells Fargo
WFC
+$1.19M
5
SPG icon
Simon Property Group
SPG
+$1.07M

Sector Composition

1 Industrials 15.17%
2 Financials 14.31%
3 Healthcare 13.36%
4 Technology 13.12%
5 Consumer Discretionary 11.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$206K 0.3%
+5,755
77
$144K 0.21%
+10,000
78
$99K 0.14%
603
-480
79
$93K 0.13%
41,123
80
– –
-10,460
81
– –
-4,071
82
– –
-4,225
83
– –
-5,341
84
– –
-5,042
85
– –
-5,153
86
– –
-26,950
87
$0 ﹤0.01%
10,000
1 2 3
4