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
251
$65.9K 0.01%
+102
252
$65.7K 0.01%
358
+1
253
$65.5K 0.01%
2,108
+35
254
$65.3K 0.01%
420
255
$64.8K 0.01%
154
256
$64.8K 0.01%
1,350
257
$64.7K 0.01%
700
258
$64.3K 0.01%
1,070
-265
259
$64.1K 0.01%
+725
260
$64K 0.01%
1,267
+610
261
$63.5K 0.01%
1,295
+1,240
262
$63.1K 0.01%
560
-194
263
$63K 0.01%
264
+1
264
$62.8K 0.01%
807
265
$62.8K 0.01%
2,050
266
$62.7K 0.01%
3,089
+953
267
$62.6K 0.01%
530
268
$62K 0.01%
312
+1
269
$60.3K 0.01%
650
270
$59K 0.01%
1,765
-238
271
$58.6K 0.01%
550
+1
272
$58.3K 0.01%
1,515
273
$57.3K 0.01%
1,777
+27
274
$56.2K 0.01%
517
+2
275
$55.9K 0.01%
239
9 10
11
12 13