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
$317M
AUM Growth
+$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$6.51M
2
+$2.89M
3
+$2.15M
4
AVGO icon
Broadcom
AVGO
+$1.44M
5
GEV icon
GE Vernova
GEV
+$1.42M

Top Sells

1
+$1.72M
2
+$1.59M
3
+$1.31M
4
HPE icon
Hewlett Packard
HPE
+$1.1M
5
HPQ icon
HP
HPQ
+$1.08M

Sector Composition

1 Technology 53.13%
2 Healthcare 11.71%
3 Consumer Discretionary 8.21%
4 Communication Services 8.2%
5 Industrials 6.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$285K 0.09%
2,348
-251
77
$279K 0.09%
2,572
+500
78
$279K 0.09%
2,374
79
$274K 0.09%
13,412
-53,658
80
$273K 0.09%
999
+26
81
$271K 0.09%
1,000
82
$271K 0.09%
7,683
+500
83
$271K 0.09%
4,098
-3,212
84
$270K 0.09%
2,307
+3
85
$269K 0.08%
3,747
86
$268K 0.08%
10,000
87
$265K 0.08%
1,281
+70
88
$255K 0.08%
+4,281
89
$251K 0.08%
+1,470
90
$242K 0.08%
2,339
-1,157
91
$240K 0.08%
+1,565
92
$239K 0.08%
482
93
$239K 0.08%
968
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94
$234K 0.07%
+2,000
95
$222K 0.07%
1,730
96
$222K 0.07%
+6,500
97
$218K 0.07%
12,222
98
$215K 0.07%
+5,813
99
$215K 0.07%
13,770
+1,000
100
$214K 0.07%
10,408
2 3
4
5 6