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
276
$55.5K 0.01%
295
277
$55.5K 0.01%
961
+392
278
$55.4K 0.01%
1,697
279
$55.1K 0.01%
70
280
$54.4K 0.01%
1,219
+3
281
$54.2K 0.01%
82
-41
282
$53.5K 0.01%
1,600
283
$53.3K 0.01%
1,944
284
$52.9K 0.01%
998
+912
285
$52.7K 0.01%
+3,000
286
$52.1K 0.01%
1,650
287
$51.1K 0.01%
754
+112
288
$51K 0.01%
4,482
289
$50.5K 0.01%
5,752
290
$50.3K 0.01%
600
291
$49.9K 0.01%
650
292
$49.5K 0.01%
+611
293
$49.4K 0.01%
601
+2
294
$49K 0.01%
379
295
$48.6K 0.01%
1,000
296
$48.2K 0.01%
211
-30
297
$47.8K 0.01%
869
298
$47.7K 0.01%
197
+129
299
$47.6K 0.01%
3,479
300
$47.1K 0.01%
589
10 11
12
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