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
$535M
AUM Growth
+$20.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
702
New
Increased
Reduced
Closed

Top Buys

1
+$7.83M
2
+$2.42M
3
+$2.31M
4
LRCX icon
Lam Research
LRCX
+$2.25M
5
CRM icon
Salesforce
CRM
+$2.04M

Top Sells

1
+$3.93M
2
+$2.56M
3
+$2.26M
4
CDW icon
CDW
CDW
+$2.18M
5
PH icon
Parker-Hannifin
PH
+$1.88M

Sector Composition

1 Technology 25.97%
2 Financials 14.12%
3 Industrials 9.67%
4 Healthcare 8.13%
5 Consumer Discretionary 5.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$30.4K 0.01%
1,312
+27
377
$30.3K 0.01%
2,863
-1,420
378
$30.3K 0.01%
607
+7
379
$30.1K 0.01%
1,299
+3
380
$29.9K 0.01%
641
381
$29.2K 0.01%
315
382
$28.1K 0.01%
1,000
-250
383
$27.4K 0.01%
275
384
$27.2K 0.01%
1,000
385
$27K 0.01%
600
386
$26.5K ﹤0.01%
540
387
$26.4K ﹤0.01%
250
388
$26K ﹤0.01%
2,248
-4,321
389
$25.6K ﹤0.01%
2,000
390
$25.6K ﹤0.01%
705
391
$25.6K ﹤0.01%
146
392
$25.5K ﹤0.01%
299
393
$25.1K ﹤0.01%
2,060
394
$24.8K ﹤0.01%
3,419
+13
395
$24.7K ﹤0.01%
950
396
$24.5K ﹤0.01%
260
+1
397
$24.1K ﹤0.01%
1,000
398
$24.1K ﹤0.01%
2,500
399
$24.1K ﹤0.01%
+97
400
$23.9K ﹤0.01%
302
+1
14 15
16
17 18