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
$323M
AUM Growth
+$5.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$1.45M
2
+$805K
3
+$606K
4
GBTC icon
Grayscale Bitcoin Trust
GBTC
+$410K
5
AVGO icon
Broadcom
AVGO
+$403K

Top Sells

1
+$2.31M
2
+$897K
3
+$803K
4
MCHP icon
Microchip Technology
MCHP
+$676K
5
AAPL icon
Apple
AAPL
+$402K

Sector Composition

1 Technology 53.2%
2 Consumer Discretionary 9.73%
3 Healthcare 9.17%
4 Communication Services 8.26%
5 Industrials 6.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$58M 17.96%
431,914
-6,677
2
$34.6M 10.72%
138,250
-1,604
3
$26.3M 8.16%
120,085
-468
4
$23.7M 7.33%
56,170
-542
5
$18.1M 5.6%
95,544
-750
6
$12.3M 3.8%
35,889
+663
7
$11.9M 3.68%
15,402
+496
8
$7.78M 2.41%
24,619
+128
9
$6.86M 2.12%
46,892
-1,986
10
$6.29M 1.95%
27,110
+1,739
11
$6.11M 1.89%
15,174
+64
12
$6.09M 1.88%
39,630
-2,330
13
$5.5M 1.7%
10,436
-23
14
$5.11M 1.58%
27,871
-1,924
15
$4.27M 1.32%
23,696
-43
16
$4.15M 1.29%
48,287
-753
17
$4.02M 1.24%
16,761
+6,051
18
$3.82M 1.18%
18,385
-1,241
19
$3.61M 1.12%
8,950
+946
20
$3.28M 1.02%
3,583
+4
21
$3.22M 1%
16,917
+206
22
$3.01M 0.93%
9,149
+149
23
$2.46M 0.76%
21,352
+3,253
24
$2.46M 0.76%
20,359
-998
25
$2.43M 0.75%
14,567
+252
1
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