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
$514M
AUM Growth
+$61.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
737
New
Increased
Reduced
Closed

Top Buys

1
+$2.48M
2
+$2.25M
3
+$1.26M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.25M
5
MSFT icon
Microsoft
MSFT
+$1.19M

Top Sells

1
+$3.02M
2
+$2.92M
3
+$1.06M
4
ZTS icon
Zoetis
ZTS
+$429K
5
GLW icon
Corning
GLW
+$379K

Sector Composition

1 Technology 23.65%
2 Financials 12.19%
3 Industrials 11.11%
4 Healthcare 10.89%
5 Consumer Discretionary 4.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$92.8K 0.02%
149
+67
252
$92K 0.02%
6,569
+33
253
$90.8K 0.02%
3,455
-1,455
254
$90.3K 0.02%
920
+20
255
$88.8K 0.02%
182
256
$88.6K 0.02%
6,420
+2,941
257
$88.6K 0.02%
972
258
$85.9K 0.02%
1,100
-131
259
$85.7K 0.02%
800
260
$85.3K 0.02%
869
261
$84.5K 0.02%
500
262
$84.2K 0.02%
4,694
+8
263
$82.9K 0.02%
+1,260
264
$82.7K 0.02%
102
265
$79.4K 0.02%
2,860
-4,223
266
$77.9K 0.02%
965
+4
267
$77.3K 0.02%
1,500
268
$77.3K 0.02%
+592
269
$75.7K 0.01%
1,309
+14
270
$73.1K 0.01%
154
271
$73K 0.01%
4,983
+2,770
272
$72.1K 0.01%
530
273
$70.1K 0.01%
256
+253
274
$69.6K 0.01%
903
275
$69.4K 0.01%
1,070
9 10
11
12 13