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
276
$42.1K 0.01%
508
+2
277
$42K 0.01%
1,000
278
$41.8K 0.01%
400
279
$40.4K 0.01%
532
280
$39.8K 0.01%
401
+215
281
$39.6K 0.01%
+1,650
282
$39K 0.01%
640
283
$37.9K 0.01%
621
+2
284
$37.2K 0.01%
591
+4
285
$36.9K 0.01%
545
-39
286
$36.4K 0.01%
741
+42
287
$36.1K 0.01%
+1,150
288
$34.9K 0.01%
982
+62
289
$34.6K 0.01%
202
290
$33.9K 0.01%
460
+1
291
$33.2K 0.01%
660
292
$32.7K 0.01%
650
293
$32.7K 0.01%
303
+50
294
$32.7K 0.01%
1,074
295
$32.5K 0.01%
267
296
$32.2K 0.01%
628
297
$31.9K 0.01%
280
-134
298
$31.6K 0.01%
782
+477
299
$31.6K 0.01%
478
+2
300
$31.2K 0.01%
611
+2
10 11
12
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