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
$171M
AUM Growth
-$69.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
284
New
Increased
Reduced
Closed

Top Buys

1
+$1.21M
2
+$440K
3
+$209K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$188K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$177K

Top Sells

1
+$2.17M
2
+$2.06M
3
+$1.75M
4
MSFT icon
Microsoft
MSFT
+$1.74M
5
BA icon
Boeing
BA
+$1.68M

Sector Composition

1 Technology 28.92%
2 Communication Services 16.66%
3 Industrials 14.63%
4 Healthcare 11.63%
5 Real Estate 7.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$50K 0.03%
1,636
152
$49K 0.03%
1,260
153
$49K 0.03%
451
154
$46K 0.03%
1,265
+280
155
$46K 0.03%
700
156
$45K 0.03%
300
157
$43K 0.03%
1,182
+500
158
$43K 0.03%
1,490
159
$40K 0.02%
250
-28
160
$39K 0.02%
604
161
$37K 0.02%
558
162
$36K 0.02%
+280
163
$36K 0.02%
972
164
$34K 0.02%
500
-175
165
$34K 0.02%
650
166
$33K 0.02%
400
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167
$33K 0.02%
132
168
$33K 0.02%
783
169
$32K 0.02%
330
170
$32K 0.02%
2,770
171
$32K 0.02%
510
-1,711
172
$31K 0.02%
1,500
173
$30K 0.02%
265
174
$29K 0.02%
48,119
175
$28K 0.02%
951
5 6
7
8 9