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
$337M
AUM Growth
+$52.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$1.42M
2
+$1.02M
3
+$952K
4
AVGO icon
Broadcom
AVGO
+$441K
5
SCHW icon
Charles Schwab
SCHW
+$393K

Top Sells

1
+$1.58M
2
+$1.36M
3
+$1.27M
4
NVDA icon
NVIDIA
NVDA
+$993K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$857K

Sector Composition

1 Technology 54.04%
2 Industrials 9.28%
3 Consumer Discretionary 8.54%
4 Financials 8.25%
5 Communication Services 7.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$148K 0.04%
12,449
-13
127
$138K 0.04%
13,000
+2,000
128
– –
-1,281
129
– –
-15,192
130
– –
-2,726
131
– –
-3,852
132
– –
-17,444
133
– –
-5,500
134
– –
-12,485
135
– –
-3,000
2 3 4 5
6