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
$398M
AUM Growth
+$45.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
691
New
Increased
Reduced
Closed

Top Sells

1 +$2.43M
2 +$1.78M
3 +$1.24M
4
TFC icon
Truist Financial
TFC
+$1M
5
UPS icon
United Parcel Service
UPS
+$726K

Sector Composition

1 Technology 23.76%
2 Healthcare 13.71%
3 Industrials 13.13%
4 Financials 12.46%
5 Materials 4.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
$17.9K ﹤0.01%
170
+5
377
$17.8K ﹤0.01%
341
+1
378
$17.2K ﹤0.01%
900
379
$17.1K ﹤0.01%
+1,000
380
$16.9K ﹤0.01%
309
-258
381
$16.6K ﹤0.01%
4,417
382
$16.6K ﹤0.01%
612
383
$16.4K ﹤0.01%
220
+43
384
$16.3K ﹤0.01%
211
+41
385
$16.2K ﹤0.01%
+151
386
$16.2K ﹤0.01%
145
387
$15.9K ﹤0.01%
310
+1
388
$15.9K ﹤0.01%
1,000
389
$15.8K ﹤0.01%
439
+1
390
$15.5K ﹤0.01%
48
391
$15.5K ﹤0.01%
104
392
$15.5K ﹤0.01%
68
393
$15.4K ﹤0.01%
+430
394
$15.3K ﹤0.01%
68
395
$15.1K ﹤0.01%
1,020
396
$15.1K ﹤0.01%
65
+9
397
$14.8K ﹤0.01%
300
398
$14.7K ﹤0.01%
100
399
$14.7K ﹤0.01%
+1,000
400
$14.6K ﹤0.01%
26
-20