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
$453M
AUM Growth
+$32.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
700
New
Increased
Reduced
Closed

Top Buys

1
+$4.18M
2
+$2.97M
3
+$1.73M
4
MSFT icon
Microsoft
MSFT
+$1.58M
5
AVGO icon
Broadcom
AVGO
+$1.38M

Top Sells

1
+$3.31M
2
+$2.1M
3
+$591K
4
UNP icon
Union Pacific
UNP
+$384K
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$219K

Sector Composition

1 Technology 25.18%
2 Healthcare 12.19%
3 Financials 12.05%
4 Industrials 11.14%
5 Materials 4.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$92K 0.02%
1,030
227
$92K 0.02%
617
+17
228
$89.6K 0.02%
1,000
229
$89.3K 0.02%
740
+727
230
$89.2K 0.02%
200
231
$89K 0.02%
4,686
+7
232
$88.8K 0.02%
1,750
233
$88.4K 0.02%
6,536
+42
234
$87.9K 0.02%
1,231
+1
235
$87.2K 0.02%
182
+58
236
$86.1K 0.02%
+320
237
$83K 0.02%
800
238
$82.6K 0.02%
900
239
$80.8K 0.02%
444
+249
240
$80.7K 0.02%
869
+1
241
$79.4K 0.02%
1,345
+187
242
$79.3K 0.02%
972
+250
243
$76.9K 0.02%
+838
244
$75.9K 0.02%
500
245
$74.8K 0.02%
1,640
246
$73.3K 0.02%
2,130
247
$68.1K 0.02%
361
-17,567
248
$67.7K 0.01%
829
+734
249
$67.3K 0.01%
903
250
$66.2K 0.01%
+647
8 9
10
11 12