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
301
$46.8K 0.01%
600
302
$46.7K 0.01%
558
-85
303
$45.7K 0.01%
1,150
304
$45.6K 0.01%
333
+1
305
$45.5K 0.01%
1,600
306
$44.7K 0.01%
1,017
307
$44.5K 0.01%
549
308
$44.2K 0.01%
237
309
$44.2K 0.01%
1,014
310
$44K 0.01%
220
311
$43.6K 0.01%
1,150
312
$43.6K 0.01%
653
+10
313
$43.1K 0.01%
1,000
314
$41.1K 0.01%
202
315
$40.5K 0.01%
+750
316
$40.1K 0.01%
1,405
+25
317
$40.1K 0.01%
467
+1
318
$39.2K 0.01%
135
319
$39.1K 0.01%
1,414
320
$39K 0.01%
1,000
321
$38.9K 0.01%
4,609
322
$38.7K 0.01%
318
+1
323
$37.3K 0.01%
500
324
$36.5K 0.01%
100
325
$36.5K 0.01%
350
11 12
13
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