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
276
$69.4K 0.01%
2,108
277
$69K 0.01%
+481
278
$68.7K 0.01%
+716
279
$68.1K 0.01%
1,944
280
$67.6K 0.01%
+807
281
$67.5K 0.01%
+484
282
$67.2K 0.01%
561
+1
283
$67K 0.01%
1,765
284
$65.2K 0.01%
+664
285
$64.6K 0.01%
287
-129
286
$64.6K 0.01%
420
287
$64.2K 0.01%
650
288
$64K 0.01%
230
+180
289
$64K 0.01%
1,276
+9
290
$62.6K 0.01%
1,089
+91
291
$61.4K 0.01%
1,750
-27
292
$60.7K 0.01%
+159
293
$60.2K 0.01%
3,000
294
$59.8K 0.01%
551
+1
295
$59.6K 0.01%
1,697
296
$58.9K 0.01%
359
+259
297
$58.8K 0.01%
518
+1
298
$58.7K 0.01%
295
299
$58.1K 0.01%
924
-421
300
$57.7K 0.01%
1,222
+3
10 11
12
13 14