PCM
Princeton Capital Management Portfolio holdings
AUM
$337M
This Quarter Return
-6.43%
1 Year Return
+24.56%
3 Year Return
+147.07%
5 Year Return
+217.78%
10 Year Return
–
AUM
$228M
AUM Growth
+$228M
(-11%)
Cap. Flow
+$3.92M
Cap. Flow
% of AUM
1.71%
Top 10 Holdings %
Top 10 Hldgs %
49.88%
Holding
100
New
4
Increased
45
Reduced
20
Closed
10
Top Buys
| 1 |
Alphabet (Google) Class A
GOOGL
|
$13.1M |
| 2 |
Alphabet (Google) Class C
GOOG
|
$2.03M |
| 3 |
Boeing
BA
|
$1.3M |
| 4 |
Walt Disney
DIS
|
$1.03M |
| 5 |
NVIDIA
NVDA
|
$635K |
Top Sells
| 1 |
Abbott
ABT
|
$3.5M |
| 2 |
Comcast
CMCSA
|
$2.87M |
| 3 |
Meta Platforms (Facebook)
META
|
$2.24M |
| 4 |
Visa
V
|
$1.98M |
| 5 |
Qorvo
QRVO
|
$1.28M |
Sector Composition
| 1 | Technology | 36.09% |
| 2 | Healthcare | 15.38% |
| 3 | Communication Services | 12.34% |
| 4 | Industrials | 10.77% |
| 5 | Real Estate | 9.68% |
