PCM

Princeton Capital Management Portfolio holdings

AUM $367M
1-Year Est. Return 46.37%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+46.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$373M
AUM Growth
+$35.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$2.81M
2
+$1.89M
3
+$1.78M
4
BA icon
Boeing
BA
+$1.09M
5
COHR icon
Coherent
COHR
+$959K

Top Sells

1
+$5.08M
2
+$2.18M
3
+$1.54M
4
TFC icon
Truist Financial
TFC
+$1.24M
5
MRVL icon
Marvell Technology
MRVL
+$999K

Sector Composition

1 Technology 53.4%
2 Industrials 9.76%
3 Financials 8.43%
4 Communication Services 7.87%
5 Consumer Discretionary 7.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$310K 0.08%
1,520
+50
102
$304K 0.08%
3,623
+245
103
$299K 0.08%
6,113
104
$296K 0.08%
2,629
105
$292K 0.08%
+11,810
106
$288K 0.08%
4,347
+425
107
$285K 0.08%
4,000
108
$282K 0.08%
+8,000
109
$278K 0.07%
1,404
+33
110
$277K 0.07%
4,240
-1,650
111
$273K 0.07%
1,760
-233
112
$269K 0.07%
1,139
113
$267K 0.07%
1,560
114
$266K 0.07%
6,500
115
$262K 0.07%
586
-1
116
$262K 0.07%
3,962
117
$258K 0.07%
+1,394
118
$257K 0.07%
723
119
$254K 0.07%
3,794
-1,752
120
$254K 0.07%
900
+57
121
$254K 0.07%
2,000
122
$253K 0.07%
8,963
123
$250K 0.07%
+9,820
124
$250K 0.07%
3,300
125
$249K 0.07%
+7,813
2 3 4
5
6