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
$420M
AUM Growth
+$22.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
686
New
Increased
Reduced
Closed

Top Sells

1 +$3.37M
2 +$1.99M
3 +$1.35M
4
NVDA icon
NVIDIA
NVDA
+$1.24M
5
AAPL icon
Apple
AAPL
+$829K

Sector Composition

1 Technology 23.02%
2 Healthcare 12.87%
3 Industrials 12.82%
4 Financials 12.61%
5 Materials 5.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$28.1K 0.01%
142
-949
327
$27.9K 0.01%
250
328
$27.5K 0.01%
+641
329
$27.3K 0.01%
52
330
$27.1K 0.01%
600
331
$27K 0.01%
+575
332
$27K 0.01%
538
333
$26.6K 0.01%
1,287
+3
334
$26.5K 0.01%
+100
335
$26.2K 0.01%
105
336
$26.1K 0.01%
705
337
$25.5K 0.01%
950
338
$25K 0.01%
10,474
339
$24.9K 0.01%
2,060
340
$24.8K 0.01%
70
341
$24.7K 0.01%
146
342
$24.7K 0.01%
1,264
343
$24.4K 0.01%
199
344
$23.6K 0.01%
251
-23
345
$23.6K 0.01%
+500
346
$22.7K 0.01%
1,000
347
$22.6K 0.01%
579
+7
348
$22.3K 0.01%
248
349
$22.3K 0.01%
700
+400
350
$22.3K 0.01%
593
+2