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
$146M
AUM Growth
+$32.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
361
New
Increased
Reduced
Closed

Top Buys

1
+$2.83M
2
+$1.36M
3
+$1.23M
4
ACN icon
Accenture
ACN
+$944K
5
MDT icon
Medtronic
MDT
+$887K

Top Sells

1
+$1.32M
2
+$432K
3
+$346K
4
ETN icon
Eaton
ETN
+$306K
5
CWH icon
Camping World
CWH
+$100K

Sector Composition

1 Financials 20.04%
2 Technology 17.47%
3 Healthcare 13.71%
4 Industrials 8.26%
5 Energy 6.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$0 ﹤0.01%
25
-928
352
– –
-4,161
353
$0 ﹤0.01%
+10
354
– –
0
355
$0 ﹤0.01%
+45
356
$0 ﹤0.01%
+3
357
$0 ﹤0.01%
+4
358
– –
-6,743
359
$0 ﹤0.01%
+5
360
$0 ﹤0.01%
+60
361
$0 ﹤0.01%
+50
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