PCM
Princeton Capital Management Portfolio holdings
AUM
$337M
This Quarter Return
+2.41%
1 Year Return
+24.56%
3 Year Return
+147.07%
5 Year Return
+217.78%
10 Year Return
–
AUM
$206M
AUM Growth
+$206M
(+0.4%)
Cap. Flow
-$1.9M
Cap. Flow
% of AUM
-0.93%
Top 10 Holdings %
Top 10 Hldgs %
42.76%
Holding
270
New
7
Increased
36
Reduced
67
Closed
8
Top Buys
| 1 |
iShares US Consumer Discretionary ETF
IYC
|
$127K |
| 2 |
Zscaler
ZS
|
$94.2K |
| 3 |
Carlyle Group
CG
|
$87K |
| 4 |
Albemarle
ALB
|
$79K |
| 5 |
Boeing
BA
|
$63.5K |
Top Sells
| 1 |
Philip Morris
PM
|
$235K |
| 2 |
Microsoft
MSFT
|
$200K |
| 3 |
AT&T
T
|
$198K |
| 4 |
ACIA
Acacia Communications, Inc. Common Stock
ACIA
|
$174K |
| 5 |
American Tower
AMT
|
$151K |
Sector Composition
| 1 | Technology | 30.71% |
| 2 | Communication Services | 15.93% |
| 3 | Industrials | 13.74% |
| 4 | Healthcare | 10.47% |
| 5 | Real Estate | 8.15% |
