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
$205M
AUM Growth
+$6.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
260
New
Increased
Reduced
Closed

Top Buys

1
+$595K
2
+$574K
3
+$377K
4
CVX icon
Chevron
CVX
+$206K
5
DOW icon
Dow Inc
DOW
+$172K

Top Sells

1
+$1.21M
2
+$691K
3
+$601K
4
MSFT icon
Microsoft
MSFT
+$389K
5
DEA
Easterly Government Properties
DEA
+$228K

Sector Composition

1 Technology 31.16%
2 Communication Services 15.37%
3 Industrials 13.64%
4 Healthcare 10.97%
5 Real Estate 7.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$159K 0.08%
1,182
102
$156K 0.08%
3,876
103
$147K 0.07%
2,972
104
$142K 0.07%
1,330
105
$142K 0.07%
1,040
106
$141K 0.07%
1,974
-940
107
$140K 0.07%
2,115
108
$125K 0.06%
1,015
109
$123K 0.06%
1,404
110
$120K 0.06%
1,085
111
$116K 0.06%
1,771
-330
112
$108K 0.05%
2,356
113
$107K 0.05%
1,215
114
$99K 0.05%
212
115
$98K 0.05%
1,863
-1,706
116
$98K 0.05%
1,860
117
$95K 0.05%
+3,202
118
$94K 0.05%
637
119
$93K 0.05%
1,323
+1
120
$89K 0.04%
1,749
121
$87K 0.04%
1,068
122
$84K 0.04%
1,560
123
$84K 0.04%
1,070
124
$84K 0.04%
400
125
$83K 0.04%
265
3 4
5
6 7