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
301
$9K 0.01%
+35
302
$9K 0.01%
+21
303
$8K 0.01%
+300
304
$7K ﹤0.01%
+39
305
$7K ﹤0.01%
+253
306
$7K ﹤0.01%
+505
307
$7K ﹤0.01%
+951
308
$7K ﹤0.01%
+325
309
$6K ﹤0.01%
+161
310
$6K ﹤0.01%
+471
311
$5K ﹤0.01%
+1
312
$5K ﹤0.01%
+150
313
$5K ﹤0.01%
418
314
$4K ﹤0.01%
+105
315
$4K ﹤0.01%
+45
316
$4K ﹤0.01%
+22
317
$4K ﹤0.01%
+80
318
$4K ﹤0.01%
+113
319
$4K ﹤0.01%
+179
320
$4K ﹤0.01%
+53
321
$3K ﹤0.01%
+20
322
$3K ﹤0.01%
+28
323
$3K ﹤0.01%
+15
324
$3K ﹤0.01%
+60
325
$3K ﹤0.01%
+18
11 12
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