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
$349M
AUM Growth
+$35.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$1.25M
2
+$1.2M
3
+$601K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$457K
5
PLD icon
Prologis
PLD
+$239K

Top Sells

1
+$685K
2
+$388K
3
+$373K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$292K
5
VZ icon
Verizon
VZ
+$283K

Sector Composition

1 Technology 38.18%
2 Communication Services 14.58%
3 Healthcare 12.5%
4 Industrials 9.4%
5 Real Estate 9.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$489K 0.14%
774
+89
77
$480K 0.14%
6,264
78
$478K 0.14%
1,153
-22
79
$457K 0.13%
+1,046
80
$447K 0.13%
8,000
81
$442K 0.13%
7,540
-518
82
$416K 0.12%
1,553
83
$400K 0.11%
26,040
-4,480
84
$368K 0.11%
2,210
85
$365K 0.1%
3,923
-125
86
$337K 0.1%
7,500
87
$321K 0.09%
5,675
88
$320K 0.09%
1,770
89
$319K 0.09%
4,245
-368
90
$306K 0.09%
1,204
91
$293K 0.08%
2,268
+260
92
$282K 0.08%
7,164
-162
93
$281K 0.08%
2,391
-179
94
$280K 0.08%
29,223
95
$272K 0.08%
3,242
96
$266K 0.08%
3,531
97
$264K 0.08%
1,625
-855
98
$262K 0.08%
8,323
99
$261K 0.07%
3,147
100
$250K 0.07%
4,859
1 2 3
4
5