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
$230M
AUM Growth
+$4.84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
307
New
Increased
Reduced
Closed

Top Buys

1
+$1.84M
2
+$608K
3
+$497K
4
ACM icon
Aecom
ACM
+$332K
5
OLED icon
Universal Display
OLED
+$318K

Top Sells

1
+$1.96M
2
+$404K
3
+$183K
4
ALOG
Analogic Corp
ALOG
+$175K
5
VLO icon
Valero Energy
VLO
+$92.6K

Sector Composition

1 Technology 27.54%
2 Communication Services 17.67%
3 Industrials 15.57%
4 Healthcare 11.9%
5 Real Estate 7.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$68K 0.03%
1,122
152
$68K 0.03%
1,465
153
$68K 0.03%
400
154
$68K 0.03%
1,219
155
$67K 0.03%
1,700
156
$65K 0.03%
350
157
$64K 0.03%
2,161
158
$63K 0.03%
472
159
$63K 0.03%
645
160
$63K 0.03%
278
161
$62K 0.03%
460
162
$59K 0.03%
451
163
$58K 0.03%
871
164
$58K 0.03%
+3,000
165
$57K 0.02%
12,500
+2,500
166
$57K 0.02%
3,006
-938
167
$56K 0.02%
1,260
168
$56K 0.02%
710
169
$55K 0.02%
2,000
170
$53K 0.02%
789
171
$52K 0.02%
3,000
172
$52K 0.02%
333
173
$51K 0.02%
675
174
$48K 0.02%
847
175
$48K 0.02%
1,380
+450
5 6
7
8 9