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
$323M
AUM Growth
+$5.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$1.41M
2
+$883K
3
+$609K
4
NU icon
Nu Holdings
NU
+$459K
5
LLY icon
Eli Lilly
LLY
+$411K

Top Sells

1
+$2.18M
2
+$920K
3
+$832K
4
MCHP icon
Microchip Technology
MCHP
+$811K
5
AMT icon
American Tower
AMT
+$399K

Sector Composition

1 Technology 53.2%
2 Consumer Discretionary 9.73%
3 Healthcare 9.17%
4 Communication Services 8.26%
5 Industrials 6.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-7,108
127
– –
-2,339
128
– –
-2,245
129
– –
-2,603
2 3 4 5
6