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
301
$31.1K 0.01%
567
302
$31.1K 0.01%
399
303
$31K 0.01%
200
304
$30.8K 0.01%
300
305
$30.8K 0.01%
+135
306
$30.8K 0.01%
705
307
$30.5K 0.01%
249
308
$30K 0.01%
105
309
$29.9K 0.01%
+190
310
$29.8K 0.01%
770
311
$29.5K 0.01%
1,341
+2
312
$29K 0.01%
1,875
313
$28.7K 0.01%
+276
314
$28.5K 0.01%
+295
315
$28.2K 0.01%
625
316
$28.1K 0.01%
138
+1
317
$28K 0.01%
1,291
318
$28K 0.01%
367
+1
319
$27.7K 0.01%
350
320
$27.1K 0.01%
+16,833
321
$25.8K 0.01%
2,213
+46
322
$25.8K 0.01%
3,209
-2,537
323
$25.7K 0.01%
46
324
$25.4K 0.01%
1,245
325
$25.1K 0.01%
1,386
-73