PGAM

Princeton Global Asset Management Portfolio holdings

AUM $618M
1-Year Est. Return 26.9%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$309M
AUM Growth
+$23.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
549
New
Increased
Reduced
Closed

Top Buys

1
+$3.05M
2
+$1.29M
3
+$678K
4
CRSP icon
CRISPR Therapeutics
CRSP
+$649K
5
NEM icon
Newmont
NEM
+$618K

Top Sells

1
+$2.48M
2
+$1.23M
3
+$827K
4
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$723K
5
AEP icon
American Electric Power
AEP
+$327K

Sector Composition

1 Technology 21.74%
2 Healthcare 17.42%
3 Financials 13.58%
4 Industrials 6.97%
5 Communication Services 6.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$15K ﹤0.01%
294
352
$15K ﹤0.01%
1,300
353
$14K ﹤0.01%
180
354
$14K ﹤0.01%
251
355
$14K ﹤0.01%
326
356
$14K ﹤0.01%
1,060
357
$14K ﹤0.01%
56
358
$13K ﹤0.01%
93
359
$13K ﹤0.01%
327
+2
360
$13K ﹤0.01%
490
361
$13K ﹤0.01%
518
362
$13K ﹤0.01%
665
363
$13K ﹤0.01%
500
364
$12K ﹤0.01%
+308
365
$12K ﹤0.01%
63
366
$12K ﹤0.01%
143
367
$12K ﹤0.01%
250
368
$12K ﹤0.01%
141
369
$11K ﹤0.01%
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370
$11K ﹤0.01%
47
371
$11K ﹤0.01%
250
372
$11K ﹤0.01%
30
373
$11K ﹤0.01%
+65
374
$11K ﹤0.01%
50
+25
375
$11K ﹤0.01%
1,000
13 14
15
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