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
326
$46.7K 0.01%
1,600
-165
327
$46.5K 0.01%
136
328
$46.5K 0.01%
207
-80
329
$46.2K 0.01%
500
+400
330
$45.8K 0.01%
1,355
331
$45.4K 0.01%
100
332
$44.4K 0.01%
1,600
333
$44.2K 0.01%
315
+116
334
$43.7K 0.01%
484
+390
335
$43.1K 0.01%
250
-250
336
$42.2K 0.01%
2,813
337
$42.2K 0.01%
124
-35
338
$42K 0.01%
662
+7
339
$41.9K 0.01%
47
+16
340
$41.5K 0.01%
924
341
$41.3K 0.01%
+1,048
342
$40.8K 0.01%
190
343
$40.7K 0.01%
545
344
$40.4K 0.01%
190
-21
345
$40.1K 0.01%
755
346
$39.5K 0.01%
211
347
$38.8K 0.01%
1,000
348
$38.1K 0.01%
1,000
349
$38K 0.01%
170
350
$37.5K 0.01%
300
12 13
14
15 16