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
$347M
AUM Growth
+$38.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
628
New
Increased
Reduced
Closed

Top Buys

1 +$2.82M
2 +$1.91M
3 +$1.28M
4
AVGO icon
Broadcom
AVGO
+$1.07M
5
PH icon
Parker-Hannifin
PH
+$1.01M

Top Sells

1 +$1.37M
2 +$793K
3 +$693K
4
VT icon
Vanguard Total World Stock ETF
VT
+$124K
5
CMCSA icon
Comcast
CMCSA
+$82.3K

Sector Composition

1 Technology 19.93%
2 Healthcare 17.63%
3 Industrials 12.76%
4 Financials 12.02%
5 Materials 3.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$19.9K 0.01%
366
+31
352
$19.9K 0.01%
387
353
$19.6K 0.01%
725
+13
354
$18.8K 0.01%
93
355
$18.5K 0.01%
1,481
+1,000
356
$18.1K 0.01%
268
357
$17.7K 0.01%
857
358
$17.4K 0.01%
800
-154
359
$17.4K 0.01%
436
360
$17.2K 0.01%
219
361
$17.1K ﹤0.01%
400
362
$17K ﹤0.01%
900
363
$17K ﹤0.01%
612
364
$16.9K ﹤0.01%
250
365
$16.9K ﹤0.01%
250
366
$16.8K ﹤0.01%
321
367
$16.5K ﹤0.01%
395
368
$16.5K ﹤0.01%
358
369
$16.4K ﹤0.01%
549
+8
370
$16.3K ﹤0.01%
100
371
$16.2K ﹤0.01%
4,417
372
$16K ﹤0.01%
437
+1
373
$16K ﹤0.01%
44
374
$15.8K ﹤0.01%
1,000
375
$15.7K ﹤0.01%
806