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
$453M
AUM Growth
+$32.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
700
New
Increased
Reduced
Closed

Top Buys

1
+$4.18M
2
+$2.97M
3
+$1.73M
4
MSFT icon
Microsoft
MSFT
+$1.58M
5
AVGO icon
Broadcom
AVGO
+$1.38M

Top Sells

1
+$3.31M
2
+$2.1M
3
+$591K
4
UNP icon
Union Pacific
UNP
+$384K
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$219K

Sector Composition

1 Technology 25.18%
2 Healthcare 12.19%
3 Financials 12.05%
4 Industrials 11.14%
5 Materials 4.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$22.6K 0.01%
315
377
$22.6K 0.01%
100
-1,696
378
$22.2K ﹤0.01%
1,245
379
$22.2K ﹤0.01%
100
380
$22.2K ﹤0.01%
1,000
381
$21.6K ﹤0.01%
700
382
$21.2K ﹤0.01%
1,000
383
$21K ﹤0.01%
424
384
$20.9K ﹤0.01%
282
385
$20.7K ﹤0.01%
1,650
386
$20.6K ﹤0.01%
48
387
$20.6K ﹤0.01%
344
+2
388
$20.5K ﹤0.01%
442
+1
389
$20.5K ﹤0.01%
2,000
390
$20.3K ﹤0.01%
258
+1
391
$19.9K ﹤0.01%
168
+1
392
$19.8K ﹤0.01%
900
393
$19.6K ﹤0.01%
44
394
$19.1K ﹤0.01%
225
395
$19K ﹤0.01%
252
+1
396
$18.6K ﹤0.01%
321
+22
397
$18.4K ﹤0.01%
400
398
$18.1K ﹤0.01%
10,474
399
$17.9K ﹤0.01%
145
400
$17.9K ﹤0.01%
4,417
14 15
16
17 18