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
$328M
AUM Growth
+$19.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
579
New
Increased
Reduced
Closed

Top Buys

1
+$2.2M
2
+$2.2M
3
+$1.74M
4
ABBV icon
AbbVie
ABBV
+$1.54M
5
AMZN icon
Amazon
AMZN
+$660K

Top Sells

1
+$1.91M
2
+$1.14M
3
+$1.08M
4
COR
Coresite Realty Corporation
COR
+$1.01M
5
MSFT icon
Microsoft
MSFT
+$970K

Sector Composition

1 Technology 20.88%
2 Healthcare 18.1%
3 Financials 13.81%
4 Industrials 6.86%
5 Communication Services 6.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$20K 0.01%
+1,096
352
$20K 0.01%
250
353
$20K 0.01%
374
-108
354
$20K 0.01%
135
+105
355
$19K 0.01%
+450
356
$19K 0.01%
+730
357
$19K 0.01%
435
358
$18K 0.01%
4,417
-3,360
359
$17K 0.01%
109
360
$17K 0.01%
337
+186
361
$17K 0.01%
900
362
$17K 0.01%
409
363
$17K 0.01%
150
364
$17K 0.01%
371
365
$16K ﹤0.01%
+765
366
$16K ﹤0.01%
98
367
$16K ﹤0.01%
438
368
$16K ﹤0.01%
44
369
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500
370
$16K ﹤0.01%
294
371
$16K ﹤0.01%
250
372
$16K ﹤0.01%
258
+2
373
$15K ﹤0.01%
313
+5
374
$15K ﹤0.01%
+100
375
$15K ﹤0.01%
326
13 14
15
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