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
$205M
AUM Growth
+$6.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
260
New
Increased
Reduced
Closed

Top Buys

1
+$595K
2
+$574K
3
+$377K
4
CVX icon
Chevron
CVX
+$206K
5
DOW icon
Dow Inc
DOW
+$172K

Top Sells

1
+$1.21M
2
+$691K
3
+$601K
4
MSFT icon
Microsoft
MSFT
+$389K
5
DEA
Easterly Government Properties
DEA
+$228K

Sector Composition

1 Technology 31.16%
2 Communication Services 15.37%
3 Industrials 13.64%
4 Healthcare 10.97%
5 Real Estate 7.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$82K 0.04%
400
127
$81K 0.04%
472
128
$76K 0.04%
379
129
$75K 0.04%
350
130
$74K 0.04%
807
-94
131
$70K 0.03%
460
132
$68K 0.03%
331
133
$68K 0.03%
516
-68
134
$68K 0.03%
631
135
$68K 0.03%
6,350
136
$67K 0.03%
384
137
$65K 0.03%
1,195
-100
138
$65K 0.03%
651
+2
139
$63K 0.03%
320
140
$62K 0.03%
1,393
141
$61K 0.03%
700
142
$60K 0.03%
1,122
143
$60K 0.03%
383
144
$59K 0.03%
513
145
$58K 0.03%
1,222
+678
146
$58K 0.03%
1,045
147
$55K 0.03%
1,107
+30
148
$54K 0.03%
300
149
$52K 0.03%
924
150
$51K 0.02%
1,019
4 5
6
7 8