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
$241M
AUM Growth
+$7.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$826K
2
+$598K
3
+$503K
4
META icon
Meta Platforms (Facebook)
META
+$211K
5
AMZN icon
Amazon
AMZN
+$122K

Top Sells

1
+$4.63M
2
+$3.97M
3
+$2.94M
4
NVDA icon
NVIDIA
NVDA
+$802K
5
RIO icon
Rio Tinto
RIO
+$341K

Sector Composition

1 Technology 44.63%
2 Healthcare 14.09%
3 Communication Services 11.94%
4 Industrials 7.67%
5 Consumer Discretionary 7.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$253K 0.11%
1,198
+25
77
$253K 0.1%
6,080
-1,900
78
$248K 0.1%
1,464
79
$244K 0.1%
2,150
80
$239K 0.1%
4,442
81
$237K 0.1%
1,159
-19,412
82
$232K 0.1%
14,011
+765
83
$225K 0.09%
5,832
-665
84
$214K 0.09%
6,917
+3
85
$214K 0.09%
4,126
-2,458
86
$211K 0.09%
+736
87
$211K 0.09%
2,000
88
$208K 0.09%
3,114
-2,127
89
$112K 0.05%
24,353
90
$110K 0.05%
22,768
91
$79.4K 0.03%
+14,511
92
$65.2K 0.03%
55,496
93
$9.62K ﹤0.01%
819
-3,080
94
– –
-23,848
95
– –
-1,401
96
– –
-2,508
97
– –
-29,857
98
– –
-1,295
99
– –
-796
1 2 3
4