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
$514M
AUM Growth
+$61.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
737
New
Increased
Reduced
Closed

Top Buys

1
+$2.48M
2
+$2.25M
3
+$1.26M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.25M
5
MSFT icon
Microsoft
MSFT
+$1.19M

Top Sells

1
+$3.02M
2
+$2.92M
3
+$1.06M
4
ZTS icon
Zoetis
ZTS
+$429K
5
GLW icon
Corning
GLW
+$379K

Sector Composition

1 Technology 23.65%
2 Financials 12.19%
3 Industrials 11.11%
4 Healthcare 10.89%
5 Consumer Discretionary 4.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$38.1K 0.01%
136
+96
352
$37.4K 0.01%
518
353
$37.1K 0.01%
300
354
$36.5K 0.01%
230
355
$36.3K 0.01%
1,432
+27
356
$36K 0.01%
400
357
$35.7K 0.01%
450
+2
358
$35.5K 0.01%
600
359
$35.4K 0.01%
650
360
$35.3K 0.01%
430
+3
361
$35.3K 0.01%
4,283
-18
362
$34.2K 0.01%
190
363
$33.5K 0.01%
246
+216
364
$33.5K 0.01%
+196
365
$32.9K 0.01%
147
366
$32.8K 0.01%
200
367
$32.7K 0.01%
523
368
$32.3K 0.01%
1,364
+1,359
369
$31.9K 0.01%
1,000
370
$31.9K 0.01%
3,406
+10
371
$31.5K 0.01%
70
372
$31.1K 0.01%
2,000
373
$30.5K 0.01%
52
374
$30.3K 0.01%
641
375
$30.2K 0.01%
348
+1
13 14
15
16 17