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
326
$24.6K 0.01%
588
+1
327
$24.6K 0.01%
297
328
$24.4K 0.01%
135
+84
329
$24.3K 0.01%
538
+14
330
$24.1K 0.01%
+2,060
331
$24.1K 0.01%
2,100
332
$24K 0.01%
253
+1
333
$23.8K 0.01%
+430
334
$23.6K 0.01%
326
335
$22.8K 0.01%
199
336
$22.8K 0.01%
1,020
337
$22.3K 0.01%
250
338
$22.1K 0.01%
+105
339
$22K 0.01%
521
340
$21.3K 0.01%
1,226
-2,600
341
$21.2K 0.01%
500
342
$21.1K 0.01%
281
343
$21.1K 0.01%
+146
344
$20.9K 0.01%
2,500
345
$20.8K 0.01%
1,650
346
$20.5K 0.01%
1,269
-990
347
$20.1K 0.01%
820
348
$20K 0.01%
52
349
$20K 0.01%
70
350
$20K 0.01%
135
12 13
14
15 16