PCM

Princeton Capital Management Portfolio holdings

AUM $388M
1-Year Est. Return 37.91%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+37.91%
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
+$590K
2
+$562K
3
+$366K
4
CVX icon
Chevron
CVX
+$201K
5
DOW icon
Dow Inc
DOW
+$184K

Top Sells

1
+$1.07M
2
+$680K
3
+$601K
4
MSFT icon
Microsoft
MSFT
+$369K
5
DEA
Easterly Government Properties
DEA
+$229K

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
201
$14K 0.01%
400
202
$14K 0.01%
140
203
$13K 0.01%
341
+100
204
$13K 0.01%
+2,000
205
$13K 0.01%
210
206
$12K 0.01%
3,000
+1,000
207
$10K ﹤0.01%
300
208
$10K ﹤0.01%
50
+25
209
$10K ﹤0.01%
+154
210
$9K ﹤0.01%
150
211
$9K ﹤0.01%
85
212
$8K ﹤0.01%
50
213
$8K ﹤0.01%
225
214
$8K ﹤0.01%
100
215
$7K ﹤0.01%
493
-286
216
$7K ﹤0.01%
422
-2,862
217
$7K ﹤0.01%
79
218
$7K ﹤0.01%
40
219
$7K ﹤0.01%
200
220
$6K ﹤0.01%
544
+3
221
$6K ﹤0.01%
105
222
$6K ﹤0.01%
150
223
$6K ﹤0.01%
235
224
$6K ﹤0.01%
110
225
$5K ﹤0.01%
620
7 8
9
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