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
$347M
AUM Growth
+$38.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
628
New
Increased
Reduced
Closed

Top Buys

1 +$2.82M
2 +$1.91M
3 +$1.28M
4
AVGO icon
Broadcom
AVGO
+$1.07M
5
PH icon
Parker-Hannifin
PH
+$1.01M

Top Sells

1 +$1.37M
2 +$793K
3 +$693K
4
VT icon
Vanguard Total World Stock ETF
VT
+$124K
5
CMCSA icon
Comcast
CMCSA
+$82.3K

Sector Composition

1 Technology 19.93%
2 Healthcare 17.63%
3 Industrials 12.76%
4 Financials 12.02%
5 Materials 3.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
$15.6K ﹤0.01%
79
377
$15.3K ﹤0.01%
337
378
$14.9K ﹤0.01%
165
+94
379
$14.8K ﹤0.01%
5,000
380
$14.5K ﹤0.01%
229
+6
381
$14.2K ﹤0.01%
48
382
$13.9K ﹤0.01%
+170
383
$13.6K ﹤0.01%
438
384
$13.5K ﹤0.01%
145
385
$13.2K ﹤0.01%
+175
386
$12.9K ﹤0.01%
157
387
$12.9K ﹤0.01%
352
+7
388
$12.7K ﹤0.01%
138
+38
389
$12.7K ﹤0.01%
700
390
$12.5K ﹤0.01%
700
391
$12.4K ﹤0.01%
49
392
$12.1K ﹤0.01%
1,900
393
$12K ﹤0.01%
300
394
$11.9K ﹤0.01%
191
395
$11.8K ﹤0.01%
1,000
396
$11.8K ﹤0.01%
850
397
$11.7K ﹤0.01%
103
+1
398
$11.6K ﹤0.01%
371
399
$11.4K ﹤0.01%
286
400
$11.4K ﹤0.01%
167