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
$247K
AUM Growth
-$175M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
526
New
Increased
Reduced
Closed

Top Buys

1
+$5.67K
2
+$4.2K
3
+$2.06K
4
MSFT icon
Microsoft
MSFT
+$2.06K
5
JPM icon
JPMorgan Chase
JPM
+$1.6K

Top Sells

1
+$892K
2
+$741K
3
+$602K
4
EMMF icon
WisdomTree Emerging Markets Multifactor Fund
EMMF
+$230K
5
ACSI icon
American Customer Satisfaction ETF
ACSI
+$126K

Sector Composition

1 Financials 18.09%
2 Technology 17.48%
3 Healthcare 13.22%
4 Consumer Discretionary 8.06%
5 Communication Services 6.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$45 0.02%
+408
252
$43 0.02%
1,020
+381
253
$43 0.02%
+699
254
$42 0.02%
1,200
255
$41 0.02%
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256
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1,184
257
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+136
258
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+470
259
$40 0.02%
1,500
260
$39 0.02%
+519
261
$38 0.02%
+78
262
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263
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264
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265
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266
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626
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267
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142
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268
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269
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270
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271
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272
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273
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274
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275
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+128
9 10
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12 13