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
$314M
AUM Growth
-$9.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$1.91M
2
+$1.59M
3
+$980K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$723K
5
NVDA icon
NVIDIA
NVDA
+$613K

Top Sells

1
+$2.87M
2
+$2.63M
3
+$1.38M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.06M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$477K

Sector Composition

1 Technology 35.17%
2 Communication Services 16.72%
3 Healthcare 12.67%
4 Industrials 8.89%
5 Real Estate 8.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$470K 0.15%
6,264
+50
77
$440K 0.14%
3,150
-10
78
$425K 0.14%
8,058
+100
79
$415K 0.13%
685
80
$386K 0.12%
1,175
81
$374K 0.12%
1,553
-7
82
$372K 0.12%
+2,480
83
$365K 0.12%
32,991
-2,495
84
$327K 0.1%
1,204
85
$326K 0.1%
4,613
86
$324K 0.1%
7,500
87
$321K 0.1%
2,210
88
$299K 0.1%
5,675
89
$284K 0.09%
7,326
90
$266K 0.08%
30,520
+1,258
91
$263K 0.08%
1,770
-234
92
$261K 0.08%
2,570
93
$259K 0.08%
4,859
-53,874
94
$251K 0.08%
3,242
-463
95
$244K 0.08%
+8,323
96
$243K 0.08%
29,223
-1,867
97
$241K 0.08%
4,048
+102
98
$240K 0.08%
9,550
99
$234K 0.07%
+2,008
100
$231K 0.07%
+3,675
1 2 3
4
5