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
$535M
AUM Growth
+$20.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
702
New
Increased
Reduced
Closed

Top Buys

1
+$7.83M
2
+$2.42M
3
+$2.31M
4
LRCX icon
Lam Research
LRCX
+$2.25M
5
CRM icon
Salesforce
CRM
+$2.04M

Top Sells

1
+$3.93M
2
+$2.56M
3
+$2.26M
4
CDW icon
CDW
CDW
+$2.18M
5
PH icon
Parker-Hannifin
PH
+$1.88M

Sector Composition

1 Technology 25.97%
2 Financials 14.12%
3 Industrials 9.67%
4 Healthcare 8.13%
5 Consumer Discretionary 5.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$54.7K 0.01%
1,696
-1,365
302
$54.6K 0.01%
86
-2,954
303
$54.2K 0.01%
239
304
$54.2K 0.01%
1,697
305
$53.8K 0.01%
1,000
306
$53.7K 0.01%
1,750
307
$53.6K 0.01%
5,752
308
$53.5K 0.01%
549
309
$53.1K 0.01%
1,426
-524
310
$52.6K 0.01%
500
-500
311
$52.4K 0.01%
481
312
$52.3K 0.01%
159
313
$51.9K 0.01%
1,650
314
$51.8K 0.01%
700
315
$50.8K 0.01%
337
+2
316
$50.8K 0.01%
300
317
$50.4K 0.01%
566
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318
$50.3K 0.01%
237
319
$50.2K 0.01%
650
320
$50.1K 0.01%
438
321
$50K 0.01%
1,014
322
$48.7K 0.01%
202
323
$48.6K 0.01%
600
324
$47.3K 0.01%
589
325
$47.2K 0.01%
379
11 12
13
14 15