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
$398M
AUM Growth
+$45.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
691
New
Increased
Reduced
Closed

Top Sells

1 +$2.43M
2 +$1.78M
3 +$1.24M
4
TFC icon
Truist Financial
TFC
+$1M
5
UPS icon
United Parcel Service
UPS
+$726K

Sector Composition

1 Technology 23.76%
2 Healthcare 13.71%
3 Industrials 13.13%
4 Financials 12.46%
5 Materials 4.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$26.6K 0.01%
434
+35
327
$26.6K 0.01%
16,833
328
$26.3K 0.01%
705
329
$25.8K 0.01%
538
330
$25.7K 0.01%
219
331
$25.2K 0.01%
52
332
$25.1K 0.01%
350
333
$24.9K 0.01%
139
334
$24.7K 0.01%
600
335
$24.4K 0.01%
105
336
$24.3K 0.01%
2,060
337
$24.1K 0.01%
1,284
+6
338
$24.1K 0.01%
+950
339
$23.7K 0.01%
199
340
$23.4K 0.01%
1,264
+24
341
$23.3K 0.01%
760
+14
342
$23.3K 0.01%
300
343
$23.2K 0.01%
1,245
344
$23K 0.01%
146
345
$22.9K 0.01%
1,875
+225
346
$22.5K 0.01%
+284
347
$22.3K 0.01%
324
+1
348
$21.9K 0.01%
2,000
349
$21.9K 0.01%
70
350
$21.7K 0.01%
1,000