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
$248M
AUM Growth
+$31.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$5.54M
2
+$1.67M
3
+$1.28M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.26M
5
TSLA icon
Tesla
TSLA
+$765K

Top Sells

1
+$3.51M
2
+$2.71M
3
+$1.81M
4
MSFT icon
Microsoft
MSFT
+$1.1M
5
KEYS icon
Keysight
KEYS
+$858K

Sector Composition

1 Technology 46.08%
2 Healthcare 12.83%
3 Communication Services 9.31%
4 Consumer Discretionary 8.28%
5 Industrials 8.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$21.6K 0.01%
10,000
102
$11.9K ﹤0.01%
+857
103
– –
-6,488
104
– –
-12,906
105
– –
-726
1 2 3 4
5