PCM

Princeton Capital Management Portfolio holdings

AUM $367M
1-Year Est. Return 46.37%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+46.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$373M
AUM Growth
+$35.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$2.81M
2
+$1.89M
3
+$1.78M
4
BA icon
Boeing
BA
+$1.09M
5
COHR icon
Coherent
COHR
+$959K

Top Sells

1
+$5.08M
2
+$2.18M
3
+$1.54M
4
TFC icon
Truist Financial
TFC
+$1.24M
5
MRVL icon
Marvell Technology
MRVL
+$999K

Sector Composition

1 Technology 53.4%
2 Industrials 9.76%
3 Financials 8.43%
4 Communication Services 7.87%
5 Consumer Discretionary 7.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$448K 0.12%
4,692
-5
77
$437K 0.12%
+900
78
$417K 0.11%
42,041
+22,000
79
$407K 0.11%
3,072
80
$406K 0.11%
2,643
-104
81
$402K 0.11%
1,377
-68
82
$399K 0.11%
853
+9
83
$398K 0.11%
4,974
+36
84
$388K 0.1%
6,200
85
$381K 0.1%
2,339
86
$371K 0.1%
12,449
87
$367K 0.1%
22,922
-22,500
88
$365K 0.1%
+16,529
89
$359K 0.1%
719
+92
90
$347K 0.09%
7,894
-373
91
$346K 0.09%
5,281
92
$343K 0.09%
2,374
93
$335K 0.09%
1,669
94
$335K 0.09%
1,693
95
$324K 0.09%
278
+52
96
$323K 0.09%
5,936
+1,135
97
$322K 0.09%
678
-628
98
$321K 0.09%
7,683
99
$312K 0.08%
+5,320
100
$311K 0.08%
11,200
2 3
4
5 6