PGAM

Princeton Global Asset Management Portfolio holdings

AUM $602M
1-Year Est. Return 27.77%
This Quarter Est. Return
1 Year Est. Return
+27.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$146M
AUM Growth
+$32.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
361
New
Increased
Reduced
Closed

Top Buys

1
+$2.83M
2
+$1.36M
3
+$1.23M
4
ACN icon
Accenture
ACN
+$944K
5
MDT icon
Medtronic
MDT
+$887K

Top Sells

1
+$1.32M
2
+$432K
3
+$346K
4
ETN icon
Eaton
ETN
+$306K
5
CWH icon
Camping World
CWH
+$100K

Sector Composition

1 Financials 20.04%
2 Technology 17.47%
3 Healthcare 13.71%
4 Industrials 8.26%
5 Energy 6.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$32K 0.02%
687
-123
227
$32K 0.02%
357
228
$32K 0.02%
2,200
229
$30K 0.02%
1,209
230
$30K 0.02%
639
231
$30K 0.02%
292
232
$29K 0.02%
38
233
$29K 0.02%
400
234
$28K 0.02%
+862
235
$28K 0.02%
10,000
236
$27K 0.02%
+340
237
$27K 0.02%
+203
238
$27K 0.02%
+700
239
$26K 0.02%
+495
240
$26K 0.02%
793
241
$24K 0.02%
+548
242
$24K 0.02%
156
243
$24K 0.02%
+192
244
$24K 0.02%
503
245
$23K 0.02%
2,076
246
$23K 0.02%
+207
247
$23K 0.02%
+511
248
$23K 0.02%
+54
249
$22K 0.02%
+310
250
$22K 0.02%
+246
8 9
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