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
$284M
AUM Growth
-$38.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$2.07M
2
+$1.99M
3
+$1.69M
4
TFC icon
Truist Financial
TFC
+$1.57M
5
NOW icon
ServiceNow
NOW
+$1.34M

Top Sells

1
+$2.77M
2
+$2.69M
3
+$2.12M
4
NVO icon
Novo Nordisk
NVO
+$1.87M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.76M

Sector Composition

1 Technology 51.64%
2 Healthcare 10.06%
3 Consumer Discretionary 9.07%
4 Financials 8.15%
5 Industrials 7.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-2,017
127
– –
-15,000
128
– –
-2,585
129
– –
-10,408
130
– –
-6,000
131
– –
-5,813
2 3 4 5
6