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
$323M
AUM Growth
+$5.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$1.45M
2
+$805K
3
+$606K
4
GBTC icon
Grayscale Bitcoin Trust
GBTC
+$410K
5
AVGO icon
Broadcom
AVGO
+$403K

Top Sells

1
+$2.31M
2
+$897K
3
+$803K
4
MCHP icon
Microchip Technology
MCHP
+$676K
5
AAPL icon
Apple
AAPL
+$402K

Sector Composition

1 Technology 53.2%
2 Consumer Discretionary 9.73%
3 Healthcare 9.17%
4 Communication Services 8.26%
5 Industrials 6.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$320K 0.1%
7,282
77
$308K 0.1%
2,551
+177
78
$307K 0.1%
5,222
-275
79
$305K 0.09%
+1,100
80
$302K 0.09%
1,016
+16
81
$292K 0.09%
1,604
+134
82
$292K 0.09%
1,292
+11
83
$291K 0.09%
2,512
+164
84
$286K 0.09%
4,281
85
$282K 0.09%
7,683
86
$278K 0.09%
13,009
-403
87
$271K 0.08%
17,784
-21,451
88
$271K 0.08%
19,000
+8,000
89
$270K 0.08%
21,267
-6,588
90
$270K 0.08%
1,565
91
$267K 0.08%
6,113
92
$260K 0.08%
7,500
93
$260K 0.08%
1,139
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94
$257K 0.08%
12,222
95
$256K 0.08%
+3,280
96
$251K 0.08%
2,333
+26
97
$246K 0.08%
+4,500
98
$245K 0.08%
13,770
99
$243K 0.08%
15,000
100
$240K 0.07%
3,294
-1,956
2 3
4
5 6