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

Top Buys

1
+$1.45M
2
+$805K
3
+$606K
4
GBTC icon
Grayscale Bitcoin Trust
GBTC
+$410K
5
AVGO icon
Broadcom
AVGO
+$403K

Top Sells

1
+$2.31M
2
+$897K
3
+$803K
4
MCHP icon
Microchip Technology
MCHP
+$676K
5
AAPL icon
Apple
AAPL
+$402K

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
– –
-4,098
127
– –
-1,281
128
– –
-7,108
129
– –
-2,339
2 3 4 5
6