PCM
Princeton Capital Management Portfolio holdings
AUM
$337M
1-Year Return
24.56%
This Quarter Return
-1.63%
1 Year Return
+24.56%
3 Year Return
+147.07%
5 Year Return
+217.78%
10 Year Return
–
AUM
$314M
AUM Growth
-$9.7M
(-3%)
Cap. Flow
+$126K
Cap. Flow
% of AUM
0.04%
Top 10 Holdings %
Top 10 Hldgs %
45.71%
Holding
114
New
7
Increased
47
Reduced
30
Closed
5
Top Buys
| 1 |
Amazon
AMZN
|
$1.91M |
| 2 |
Quanta Services
PWR
|
$1.6M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$980K |
| 4 |
Invesco QQQ Trust
QQQ
|
$723K |
| 5 |
NVIDIA
NVDA
|
$613K |
Top Sells
| 1 |
Intel
INTC
|
$2.87M |
| 2 |
Cisco
CSCO
|
$2.63M |
| 3 |
MESO
Mesoblast
MESO
|
$1.38M |
| 4 |
Alphabet (Google) Class A
GOOGL
|
$1.06M |
| 5 |
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% |
