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
$551M
AUM Growth
+$47.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
778
New
Increased
Reduced
Closed

Top Buys

1
+$8M
2
+$3.94M
3
+$1.94M
4
CRDO icon
Credo Technology Group
CRDO
+$1.6M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$807K

Top Sells

1
+$4.88M
2
+$3.33M
3
+$2.78M
4
AXP icon
American Express
AXP
+$2.42M
5
OWL icon
Blue Owl Capital
OWL
+$1.38M

Sector Composition

1 Technology 26.12%
2 Financials 13.79%
3 Industrials 9.21%
4 Consumer Discretionary 5.2%
5 Healthcare 4.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$37.6K 0.01%
600
352
$37.6K 0.01%
245
+100
353
$37.4K 0.01%
89
+19
354
$37.1K 0.01%
300
355
$36.5K 0.01%
3,337
356
$35.9K 0.01%
650
357
$35.9K 0.01%
1,005
358
$35.9K 0.01%
130
+24
359
$35.3K 0.01%
1,790
360
$35.1K 0.01%
1,568
-902
361
$34.7K 0.01%
1,431
-2,332
362
$34.7K 0.01%
+112
363
$34.6K 0.01%
377
-1,123
364
$34.5K 0.01%
52
365
$34K 0.01%
+120
366
$33.1K 0.01%
200
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367
$32.9K 0.01%
230
368
$32.8K 0.01%
64
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369
$32.8K 0.01%
1,600
370
$32.6K 0.01%
972
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371
$32.1K 0.01%
97
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372
$32K 0.01%
300
-500
373
$31.9K 0.01%
1,307
+4
374
$31.6K 0.01%
+294
375
$31.6K 0.01%
822
13 14
15
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