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
$347M
AUM Growth
+$38.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
628
New
Increased
Reduced
Closed

Top Buys

1
+$2.82M
2
+$1.91M
3
+$1.28M
4
AVGO icon
Broadcom
AVGO
+$1.07M
5
PH icon
Parker-Hannifin
PH
+$1.01M

Top Sells

1
+$1.37M
2
+$793K
3
+$693K
4
VT icon
Vanguard Total World Stock ETF
VT
+$124K
5
CMCSA icon
Comcast
CMCSA
+$82.3K

Sector Composition

1 Technology 19.93%
2 Healthcare 17.63%
3 Industrials 12.76%
4 Financials 12.02%
5 Materials 3.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$56.8K 0.02%
2,225
+1,735
252
$56K 0.02%
581
+21
253
$55.6K 0.02%
379
254
$55.4K 0.02%
267
+63
255
$55.2K 0.02%
903
256
$54K 0.02%
809
257
$53.5K 0.02%
600
258
$53K 0.02%
2,025
+2,000
259
$52.2K 0.02%
1,350
260
$51.7K 0.01%
+290
261
$51.3K 0.01%
+4,482
262
$50.1K 0.01%
420
+50
263
$49.7K 0.01%
650
-600
264
$49.2K 0.01%
644
-192
265
$47.8K 0.01%
242
+96
266
$47.4K 0.01%
1,790
267
$47.3K 0.01%
+589
268
$47.1K 0.01%
154
269
$45.9K 0.01%
454
+404
270
$45.9K 0.01%
325
+2
271
$45.7K 0.01%
5,752
+127
272
$44.5K 0.01%
545
273
$44.3K 0.01%
820
+220
274
$43.9K 0.01%
3,479
+76
275
$43.1K 0.01%
2,700
9 10
11
12 13