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
176
$33K 0.02%
2,771
+400
177
$33K 0.02%
90
+60
178
$33K 0.02%
400
179
$32K 0.02%
+275
180
$32K 0.02%
132
181
$31K 0.02%
37,894
182
$31K 0.02%
850
183
$31K 0.02%
785
-250
184
$29K 0.01%
+1,855
185
$28K 0.01%
635
186
$28K 0.01%
720
187
$26K 0.01%
150
188
$26K 0.01%
2,153
+132
189
$26K 0.01%
320
190
$26K 0.01%
315
191
$25K 0.01%
300
192
$21K 0.01%
870
193
$20K 0.01%
1,625
194
$19K 0.01%
124
195
$17K 0.01%
340
196
$17K 0.01%
268
197
$17K 0.01%
+228
198
$16K 0.01%
175
199
$15K 0.01%
175
-110
200
$14K 0.01%
620
-755
6 7
8
9 10