PCM
Princeton Capital Management Portfolio holdings
AUM
$337M
1-Year Return
24.56%
This Quarter Return
+17.68%
1 Year Return
+24.56%
3 Year Return
+147.07%
5 Year Return
+217.78%
10 Year Return
–
AUM
$198M
AUM Growth
+$26.9M
(+16%)
Cap. Flow
-$594K
Cap. Flow
% of AUM
-0.3%
Top 10 Holdings %
Top 10 Hldgs %
43.08%
Holding
265
New
4
Increased
57
Reduced
61
Closed
16
Top Buys
| 1 |
Illumina
ILMN
|
$1.25M |
| 2 |
AbbVie
ABBV
|
$974K |
| 3 |
Amgen
AMGN
|
$465K |
| 4 |
Lumentum
LITE
|
$321K |
| 5 |
Intel
INTC
|
$285K |
Top Sells
| 1 |
Apple
AAPL
|
$1.31M |
| 2 |
Pfizer
PFE
|
$830K |
| 3 |
RHT
Red Hat Inc
RHT
|
$807K |
| 4 |
Corning
GLW
|
$669K |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
$200K |
Sector Composition
| 1 | Technology | 30.48% |
| 2 | Communication Services | 15.65% |
| 3 | Industrials | 14.21% |
| 4 | Healthcare | 11.04% |
| 5 | Real Estate | 8% |
