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
$171M
AUM Growth
-$69.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
284
New
Increased
Reduced
Closed

Top Buys

1
+$1.21M
2
+$440K
3
+$209K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$188K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$177K

Top Sells

1
+$2.17M
2
+$2.06M
3
+$1.75M
4
MSFT icon
Microsoft
MSFT
+$1.74M
5
BA icon
Boeing
BA
+$1.68M

Sector Composition

1 Technology 28.92%
2 Communication Services 16.66%
3 Industrials 14.63%
4 Healthcare 11.63%
5 Real Estate 7.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$142K 0.08%
2,381
+750
102
$141K 0.08%
4,536
103
$131K 0.08%
1,182
104
$130K 0.08%
3,760
105
$129K 0.08%
3,876
106
$126K 0.07%
1,085
107
$126K 0.07%
488
108
$119K 0.07%
2,972
109
$117K 0.07%
2,040
-755
110
$116K 0.07%
1,215
+200
111
$115K 0.07%
1,330
112
$113K 0.07%
1,454
-1,074
113
$111K 0.06%
2,115
114
$110K 0.06%
1,040
115
$104K 0.06%
534
+475
116
$103K 0.06%
276
-197
117
$96K 0.06%
1,462
-433
118
$95K 0.06%
+1,800
119
$94K 0.05%
2,356
120
$91K 0.05%
1,215
121
$85K 0.05%
540
+140
122
$83K 0.05%
212
123
$81K 0.05%
2,020
-3,582
124
$79K 0.05%
6,850
-1,000
125
$76K 0.04%
587
+45
3 4
5
6 7