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
$248M
AUM Growth
+$31.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$5.54M
2
+$1.67M
3
+$1.28M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.26M
5
TSLA icon
Tesla
TSLA
+$765K

Top Sells

1
+$3.51M
2
+$2.71M
3
+$1.81M
4
MSFT icon
Microsoft
MSFT
+$1.1M
5
KEYS icon
Keysight
KEYS
+$858K

Sector Composition

1 Technology 46.08%
2 Healthcare 12.83%
3 Communication Services 9.31%
4 Consumer Discretionary 8.28%
5 Industrials 8.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$309K 0.12%
+6,750
77
$271K 0.11%
1,730
-142
78
$265K 0.11%
4,250
-192
79
$253K 0.1%
+815
80
$253K 0.1%
2,698
+10
81
$250K 0.1%
+1,611
82
$246K 0.1%
+1,173
83
$238K 0.1%
+1,817
84
$233K 0.09%
+6,299
85
$230K 0.09%
+595
86
$227K 0.09%
+1,970
87
$221K 0.09%
+2,980
88
$221K 0.09%
1,612
+17
89
$221K 0.09%
+272
90
$219K 0.09%
7,014
+96
91
$214K 0.09%
+1,116
92
$207K 0.08%
+584
93
$206K 0.08%
85,752
-4,652
94
$204K 0.08%
+1,560
95
$201K 0.08%
+3,994
96
$187K 0.08%
11,133
97
$98.2K 0.04%
20,666
-396
98
$95.3K 0.04%
16,511
99
$64.4K 0.03%
24,221
-132
100
$51.3K 0.02%
52,036
-3,460
1 2 3
4
5