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
$225M
AUM Growth
+$32.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$2.39M
2
+$612K
3
+$503K
4
MCHP icon
Microchip Technology
MCHP
+$475K
5
AAPL icon
Apple
AAPL
+$440K

Top Sells

1
+$1.1M
2
+$354K
3
+$281K
4
VMC icon
Vulcan Materials
VMC
+$241K
5
D icon
Dominion Energy
D
+$197K

Sector Composition

1 Technology 35.26%
2 Communication Services 15.29%
3 Healthcare 12.51%
4 Real Estate 9.97%
5 Industrials 9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$288K 0.13%
+2,862
77
$282K 0.13%
31,754
+9,264
78
$256K 0.11%
1,387
-2
79
$252K 0.11%
4,425
-285
80
$250K 0.11%
+6,103
81
$240K 0.11%
+3,820
82
$236K 0.1%
+3,496
83
$234K 0.1%
934
84
$233K 0.1%
+2,586
85
$221K 0.1%
3,820
+140
86
$217K 0.1%
2,820
87
$213K 0.09%
4,824
-96
88
$213K 0.09%
+2,172
89
$205K 0.09%
+11,525
90
$202K 0.09%
+5,675
91
$198K 0.09%
+543
92
$184K 0.08%
31,090
93
$180K 0.08%
15,580
94
$154K 0.07%
+10,462
95
$147K 0.07%
13,450
96
$64K 0.03%
47,186
+8,719
97
– –
-7,713
1 2 3
4