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
301
$57.6K 0.01%
239
302
$57.5K 0.01%
300
-58
303
$55.5K 0.01%
379
304
$55.4K 0.01%
1,355
-160
305
$55.2K 0.01%
+438
306
$54.8K 0.01%
1,650
307
$54.6K 0.01%
561
+3
308
$54.4K 0.01%
4,482
309
$54.1K 0.01%
869
310
$54.1K 0.01%
600
311
$53.3K 0.01%
+103
312
$53K 0.01%
312
313
$53K 0.01%
5,752
314
$52.6K 0.01%
1,150
315
$52K 0.01%
335
+2
316
$52K 0.01%
1,600
317
$51.8K 0.01%
237
318
$51.1K 0.01%
650
319
$49.9K 0.01%
600
320
$49.9K 0.01%
1,000
321
$49.3K 0.01%
589
322
$49.1K 0.01%
197
323
$48.9K 0.01%
1,000
324
$48.6K 0.01%
211
325
$48.6K 0.01%
549
11 12
13
14 15