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
$284M
AUM Growth
-$38.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$2.17M
2
+$1.85M
3
+$1.45M
4
TFC icon
Truist Financial
TFC
+$1.45M
5
NOW icon
ServiceNow
NOW
+$1.11M

Top Sells

1
+$2.98M
2
+$2.61M
3
+$2.3M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.67M
5
NVO icon
Novo Nordisk
NVO
+$1.57M

Sector Composition

1 Technology 51.64%
2 Healthcare 10.06%
3 Consumer Discretionary 9.07%
4 Financials 8.15%
5 Industrials 7.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$344K 0.12%
5,890
77
$343K 0.12%
2,726
-290
78
$323K 0.11%
591
79
$313K 0.11%
700
-50
80
$313K 0.11%
2,629
+296
81
$293K 0.1%
11,200
82
$292K 0.1%
7,282
83
$289K 0.1%
2,572
84
$289K 0.1%
2,374
-177
85
$278K 0.1%
8,000
86
$276K 0.1%
7,683
87
$276K 0.1%
3,847
88
$274K 0.1%
1,292
89
$273K 0.1%
1,016
90
$273K 0.1%
4,281
91
$273K 0.1%
5,200
+700
92
$269K 0.09%
1,139
93
$265K 0.09%
1,741
-117
94
$265K 0.09%
3,351
+71
95
$264K 0.09%
4,391
-831
96
$257K 0.09%
9,093
97
$251K 0.09%
1,470
-134
98
$249K 0.09%
6,113
99
$239K 0.08%
12,222
100
$233K 0.08%
4,000
+1,000
2 3
4
5 6