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
$205M
AUM Growth
+$6.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
260
New
Increased
Reduced
Closed

Top Buys

1
+$595K
2
+$574K
3
+$377K
4
CVX icon
Chevron
CVX
+$206K
5
DOW icon
Dow Inc
DOW
+$172K

Top Sells

1
+$1.21M
2
+$691K
3
+$601K
4
MSFT icon
Microsoft
MSFT
+$389K
5
DEA
Easterly Government Properties
DEA
+$228K

Sector Composition

1 Technology 31.16%
2 Communication Services 15.37%
3 Industrials 13.64%
4 Healthcare 10.97%
5 Real Estate 7.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$51K 0.02%
1,182
152
$50K 0.02%
+1,690
153
$48K 0.02%
604
154
$47K 0.02%
+93
155
$45K 0.02%
6,000
156
$43K 0.02%
972
157
$41K 0.02%
1,490
158
$40K 0.02%
500
159
$40K 0.02%
510
160
$39K 0.02%
326
-125
161
$39K 0.02%
1,260
+42
162
$38K 0.02%
650
163
$38K 0.02%
3,175
-13,812
164
$38K 0.02%
800
+200
165
$37K 0.02%
295
166
$37K 0.02%
+625
167
$36K 0.02%
330
168
$36K 0.02%
2,770
169
$36K 0.02%
124
170
$35K 0.02%
1,500
171
$35K 0.02%
265
172
$35K 0.02%
400
173
$35K 0.02%
679
174
$34K 0.02%
826
175
$34K 0.02%
329
5 6
7
8 9