PCM

Princeton Capital Management Portfolio holdings

AUM $388M
1-Year Est. Return 37.91%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+37.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$337M
AUM Growth
+$52.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$1.42M
2
+$1.02M
3
+$952K
4
AVGO icon
Broadcom
AVGO
+$441K
5
SCHW icon
Charles Schwab
SCHW
+$393K

Top Sells

1
+$1.58M
2
+$1.36M
3
+$1.27M
4
NVDA icon
NVIDIA
NVDA
+$993K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$857K

Sector Composition

1 Technology 54.04%
2 Industrials 9.28%
3 Consumer Discretionary 8.54%
4 Financials 8.25%
5 Communication Services 7.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$412K 0.12%
5,546
-1,175
77
$387K 0.12%
8,782
+1,500
78
$381K 0.11%
3,072
+500
79
$365K 0.11%
5,890
80
$361K 0.11%
823
+251
81
$358K 0.11%
8,267
-23
82
$356K 0.11%
6,200
+1,000
83
$353K 0.1%
1,445
-296
84
$339K 0.1%
5,281
+1,000
85
$328K 0.1%
+1,693
86
$326K 0.1%
1,551
-797
87
$324K 0.1%
1,016
88
$319K 0.09%
587
+180
89
$311K 0.09%
+1,669
90
$302K 0.09%
7,683
91
$301K 0.09%
1,371
92
$301K 0.09%
1,470
93
$299K 0.09%
11,200
94
$293K 0.09%
2,374
95
$290K 0.09%
627
-73
96
$288K 0.09%
6,113
97
$285K 0.08%
1,993
-157
98
$284K 0.08%
12,222
99
$283K 0.08%
2,629
100
$280K 0.08%
+4,801
2 3
4
5 6