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
176
$28K 0.02%
400
177
$26K 0.02%
484
178
$26K 0.02%
200
-9
179
$26K 0.02%
329
180
$26K 0.02%
1,625
-4,670
181
$25K 0.01%
526
182
$25K 0.01%
635
183
$23K 0.01%
720
184
$23K 0.01%
850
-850
185
$23K 0.01%
6,000
186
$22K 0.01%
+90
187
$21K 0.01%
285
-50
188
$21K 0.01%
320
189
$21K 0.01%
150
190
$21K 0.01%
300
191
$20K 0.01%
685
192
$20K 0.01%
315
193
$19K 0.01%
516
-56
194
$19K 0.01%
280
195
$19K 0.01%
170
196
$19K 0.01%
694
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197
$17K 0.01%
124
198
$15K 0.01%
+380
199
$15K 0.01%
340
-225
200
$15K 0.01%
268
-600
6 7
8
9 10