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
$328M
AUM Growth
+$19.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
579
New
Increased
Reduced
Closed

Top Buys

1
+$2.2M
2
+$2.2M
3
+$1.74M
4
ABBV icon
AbbVie
ABBV
+$1.54M
5
AMZN icon
Amazon
AMZN
+$660K

Top Sells

1
+$1.91M
2
+$1.14M
3
+$1.08M
4
COR
Coresite Realty Corporation
COR
+$1.01M
5
MSFT icon
Microsoft
MSFT
+$970K

Sector Composition

1 Technology 20.88%
2 Healthcare 18.1%
3 Financials 13.81%
4 Industrials 6.86%
5 Communication Services 6.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$15K ﹤0.01%
30
377
$15K ﹤0.01%
1,060
378
$15K ﹤0.01%
+70
379
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2,500
380
$15K ﹤0.01%
93
381
$14K ﹤0.01%
+312
382
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250
383
– –
0
384
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518
385
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+300
386
$13K ﹤0.01%
+20
387
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63
388
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370
389
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490
390
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665
391
$12K ﹤0.01%
329
+2
392
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393
$12K ﹤0.01%
400
+130
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$12K ﹤0.01%
65
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$12K ﹤0.01%
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396
$12K ﹤0.01%
+500
397
$11K ﹤0.01%
185
-2
398
$11K ﹤0.01%
186
399
$11K ﹤0.01%
250
400
$11K ﹤0.01%
111
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