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
$309M
AUM Growth
+$23.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
549
New
Increased
Reduced
Closed

Top Buys

1
+$2.96M
2
+$1.27M
3
+$677K
4
NEM icon
Newmont
NEM
+$622K
5
IBDN
iShares iBonds Dec 2022 Term Corporate ETF
IBDN
+$597K

Top Sells

1
+$2.37M
2
+$1.21M
3
+$840K
4
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$733K
5
AEP icon
American Electric Power
AEP
+$344K

Sector Composition

1 Technology 21.74%
2 Healthcare 17.42%
3 Financials 13.58%
4 Industrials 6.97%
5 Communication Services 6.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$10K ﹤0.01%
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+187
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1,000
398
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100
400
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459
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