PCM
Princeton Capital Management Portfolio holdings
AUM
$337M
This Quarter Return
-17%
1 Year Return
+24.56%
3 Year Return
+147.07%
5 Year Return
+217.78%
10 Year Return
–
AUM
$258M
AUM Growth
+$258M
(-20%)
Cap. Flow
+$11.8M
Cap. Flow
% of AUM
4.59%
Top 10 Holdings %
Top 10 Hldgs %
48.58%
Holding
112
New
2
Increased
37
Reduced
41
Closed
16
Top Buys
| 1 |
Amazon
AMZN
|
$14M |
| 2 |
Eli Lilly
LLY
|
$2.19M |
| 3 |
DexCom
DXCM
|
$438K |
| 4 |
Apple
AAPL
|
$373K |
| 5 |
iShares S&P GSCI Commodity-Indexed Trust
GSG
|
$331K |
Top Sells
| 1 |
Bristol-Myers Squibb
BMY
|
$1.32M |
| 2 |
FARO
Faro Technologies
FARO
|
$1.1M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$517K |
| 4 |
Invesco QQQ Trust
QQQ
|
$516K |
| 5 |
Qorvo
QRVO
|
$368K |
Sector Composition
| 1 | Technology | 34.14% |
| 2 | Healthcare | 16.23% |
| 3 | Communication Services | 14.43% |
| 4 | Real Estate | 10.21% |
| 5 | Industrials | 9.82% |
