PCM

Princeton Capital Management Portfolio holdings

AUM $388M
1-Year Est. Return 37.91%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+37.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$337M
AUM Growth
+$52.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$1.42M
2
+$1.02M
3
+$952K
4
AVGO icon
Broadcom
AVGO
+$441K
5
SCHW icon
Charles Schwab
SCHW
+$393K

Top Sells

1
+$1.58M
2
+$1.36M
3
+$1.27M
4
NVDA icon
NVIDIA
NVDA
+$993K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$857K

Sector Composition

1 Technology 54.04%
2 Industrials 9.28%
3 Consumer Discretionary 8.54%
4 Financials 8.25%
5 Communication Services 7.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$279K 0.08%
+3,129
102
$277K 0.08%
3,922
+75
103
$271K 0.08%
+3,378
104
$262K 0.08%
1,139
105
$259K 0.08%
8,963
-130
106
$258K 0.08%
7,500
107
$257K 0.08%
+2,000
108
$249K 0.07%
4,000
109
$244K 0.07%
13,770
110
$244K 0.07%
843
+78
111
$243K 0.07%
6,500
112
$237K 0.07%
226
+14
113
$233K 0.07%
1,560
114
$231K 0.07%
3,962
-429
115
$231K 0.07%
1,730
116
$228K 0.07%
+3,300
117
$228K 0.07%
+1,398
118
$222K 0.07%
+2,339
119
$220K 0.07%
+723
120
$218K 0.06%
+11,408
121
$216K 0.06%
2,500
122
$216K 0.06%
3,144
-33
123
$212K 0.06%
16,594
-2,284
124
$202K 0.06%
+567
125
$199K 0.06%
20,041
2 3 4
5
6