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
$171M
AUM Growth
-$69.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
284
New
Increased
Reduced
Closed

Top Buys

1
+$1.21M
2
+$440K
3
+$209K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$188K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$177K

Top Sells

1
+$2.17M
2
+$2.06M
3
+$1.75M
4
MSFT icon
Microsoft
MSFT
+$1.74M
5
BA icon
Boeing
BA
+$1.68M

Sector Composition

1 Technology 28.92%
2 Communication Services 16.66%
3 Industrials 14.63%
4 Healthcare 11.63%
5 Real Estate 7.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$74K 0.04%
1,211
127
$74K 0.04%
1,427
-1,864
128
$74K 0.04%
1,070
+270
129
$71K 0.04%
350
130
$71K 0.04%
460
131
$69K 0.04%
2,580
132
$69K 0.04%
901
+112
133
$68K 0.04%
1,434
134
$67K 0.04%
400
-1,054
135
$65K 0.04%
31,315
-1,683
136
$64K 0.04%
1,494
137
$63K 0.04%
472
138
$63K 0.04%
584
139
$63K 0.04%
3,284
-535
140
$59K 0.03%
+379
141
$59K 0.03%
1,190
+590
142
$58K 0.03%
648
+3
143
$58K 0.03%
1,950
-1,050
144
$58K 0.03%
631
145
$57K 0.03%
+310
146
$55K 0.03%
331
147
$55K 0.03%
1,045
-170
148
$52K 0.03%
1,122
149
$51K 0.03%
320
150
$51K 0.03%
383
-209
4 5
6
7 8