PGAM

Princeton Global Asset Management Portfolio holdings

AUM $618M
1-Year Est. Return 26.9%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$146M
AUM Growth
+$32.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
361
New
Increased
Reduced
Closed

Top Buys

1
+$2.71M
2
+$1.34M
3
+$1.11M
4
MDT icon
Medtronic
MDT
+$872K
5
ACN icon
Accenture
ACN
+$843K

Top Sells

1
+$1.33M
2
+$432K
3
+$350K
4
LYB icon
LyondellBasell Industries
LYB
+$346K
5
CWH icon
Camping World
CWH
+$101K

Sector Composition

1 Financials 20.04%
2 Technology 17.47%
3 Healthcare 13.71%
4 Industrials 8.26%
5 Energy 6.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$14K 0.01%
+500
277
$13K 0.01%
+360
278
$13K 0.01%
+250
279
$13K 0.01%
+180
280
$13K 0.01%
+46
281
$13K 0.01%
+300
282
$13K 0.01%
+500
283
$12K 0.01%
+746
284
$12K 0.01%
+500
285
$12K 0.01%
373
286
$12K 0.01%
+140
287
$12K 0.01%
200
288
$12K 0.01%
+903
289
$12K 0.01%
+292
290
$12K 0.01%
905
291
$11K 0.01%
618
-1,024
292
$11K 0.01%
+300
293
$11K 0.01%
+1,000
294
$11K 0.01%
+109
295
$11K 0.01%
+187
296
$11K 0.01%
+900
297
$11K 0.01%
+675
298
$10K 0.01%
+161
299
$10K 0.01%
+750
300
$9K 0.01%
+187
10 11
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