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
$317M
AUM Growth
+$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$6.51M
2
+$2.89M
3
+$2.15M
4
AVGO icon
Broadcom
AVGO
+$1.44M
5
GEV icon
GE Vernova
GEV
+$1.42M

Top Sells

1
+$1.72M
2
+$1.59M
3
+$1.31M
4
HPE icon
Hewlett Packard
HPE
+$1.1M
5
HPQ icon
HP
HPQ
+$1.08M

Sector Composition

1 Technology 53.13%
2 Healthcare 11.71%
3 Consumer Discretionary 8.21%
4 Communication Services 8.2%
5 Industrials 6.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$213K 0.07%
2,245
-735
102
$211K 0.07%
+549
103
$208K 0.07%
+6,113
104
$208K 0.07%
1,281
-341
105
$206K 0.06%
7,108
-9,582
106
$204K 0.06%
+6,000
107
$201K 0.06%
+212
108
$201K 0.06%
+2,500
109
$200K 0.06%
9,093
-1,620
110
$194K 0.06%
+14,223
111
$182K 0.06%
18,000
112
$171K 0.05%
+15,000
113
$160K 0.05%
11,000
114
$149K 0.05%
15,041
115
$131K 0.04%
53,959
-14,800
116
$131K 0.04%
10,000
117
$122K 0.04%
10,000
118
$30.7K 0.01%
39,235
119
$17.4K 0.01%
10,000
120
– –
-197
121
– –
-6,187
122
– –
-30,704
123
– –
-13,420
124
– –
-10,671
125
– –
-26,511
2 3 4
5
6