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
$171M
AUM Growth
-$69.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
284
New
Increased
Reduced
Closed

Top Buys

1
+$1.21M
2
+$440K
3
+$209K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$188K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$177K

Top Sells

1
+$2.17M
2
+$2.06M
3
+$1.75M
4
MSFT icon
Microsoft
MSFT
+$1.74M
5
BA icon
Boeing
BA
+$1.68M

Sector Composition

1 Technology 28.92%
2 Communication Services 16.66%
3 Industrials 14.63%
4 Healthcare 11.63%
5 Real Estate 7.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$243K 0.14%
2,845
77
$241K 0.14%
7,500
78
$232K 0.14%
6,927
-460
79
$230K 0.13%
19,775
+1,335
80
$228K 0.13%
3,341
81
$224K 0.13%
17,887
+832
82
$218K 0.13%
10,000
83
$214K 0.12%
1,660
+363
84
$211K 0.12%
3,070
-1,835
85
$210K 0.12%
3,150
-341
86
$209K 0.12%
+4,980
87
$208K 0.12%
834
+710
88
$200K 0.12%
4,468
+630
89
$198K 0.12%
2,000
90
$197K 0.11%
3,156
-1,865
91
$191K 0.11%
8,000
92
$188K 0.11%
+5,675
93
$183K 0.11%
1,680
94
$182K 0.11%
7,500
95
$180K 0.11%
1,130
-25
96
$166K 0.1%
16,090
-3,500
97
$154K 0.09%
899
98
$149K 0.09%
4,108
-188
99
$146K 0.09%
3,570
-850
100
$145K 0.08%
1,960
2 3
4
5 6