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
$453M
AUM Growth
+$32.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
700
New
Increased
Reduced
Closed

Top Buys

1
+$4.18M
2
+$2.97M
3
+$1.73M
4
MSFT icon
Microsoft
MSFT
+$1.58M
5
AVGO icon
Broadcom
AVGO
+$1.38M

Top Sells

1
+$3.31M
2
+$2.1M
3
+$591K
4
UNP icon
Union Pacific
UNP
+$384K
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$219K

Sector Composition

1 Technology 25.18%
2 Healthcare 12.19%
3 Financials 12.05%
4 Industrials 11.14%
5 Materials 4.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$29.8K 0.01%
501
+305
352
$29.7K 0.01%
650
353
$29.4K 0.01%
1,262
+22
354
$29.3K 0.01%
+3,396
355
$29.2K 0.01%
478
-182
356
$29K 0.01%
169
-68
357
$28.8K 0.01%
+486
358
$27.4K 0.01%
641
359
$27.3K 0.01%
+159
360
$27.2K 0.01%
347
+2
361
$27K 0.01%
70
362
$27K 0.01%
600
-500
363
$26.3K 0.01%
705
364
$26.1K 0.01%
1,356
+92
365
$25.4K 0.01%
105
366
$25.4K 0.01%
600
367
$25.2K 0.01%
2,060
368
$24.9K 0.01%
585
+6
369
$24.8K 0.01%
2,500
370
$24.3K 0.01%
950
371
$24.1K 0.01%
248
372
$24K 0.01%
146
373
$23.6K 0.01%
199
374
$23.2K 0.01%
+700
375
$23K 0.01%
665
+72
13 14
15
16 17