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
$247K
AUM Growth
-$175M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
526
New
Increased
Reduced
Closed

Top Buys

1
+$5.67K
2
+$4.2K
3
+$2.06K
4
MSFT icon
Microsoft
MSFT
+$2.06K
5
JPM icon
JPMorgan Chase
JPM
+$1.6K

Top Sells

1
+$892K
2
+$741K
3
+$602K
4
EMMF icon
WisdomTree Emerging Markets Multifactor Fund
EMMF
+$230K
5
ACSI icon
American Customer Satisfaction ETF
ACSI
+$126K

Sector Composition

1 Financials 18.09%
2 Technology 17.48%
3 Healthcare 13.22%
4 Consumer Discretionary 8.06%
5 Communication Services 6.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$13 0.01%
109
-1
402
$13 0.01%
+138
403
$12 ﹤0.01%
370
-370
404
$12 ﹤0.01%
+40
405
$12 ﹤0.01%
395
-64
406
$12 ﹤0.01%
144
+114
407
$12 ﹤0.01%
+84
408
$12 ﹤0.01%
+50
409
$12 ﹤0.01%
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410
$12 ﹤0.01%
+80
411
$12 ﹤0.01%
675
412
$12 ﹤0.01%
115
413
$12 ﹤0.01%
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414
$12 ﹤0.01%
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415
$12 ﹤0.01%
746
416
$12 ﹤0.01%
+118
417
$12 ﹤0.01%
+160
418
$11 ﹤0.01%
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419
$11 ﹤0.01%
+650
420
$11 ﹤0.01%
+224
421
$11 ﹤0.01%
+14
422
$11 ﹤0.01%
+86
423
$11 ﹤0.01%
93
424
$11 ﹤0.01%
+109
425
$10 ﹤0.01%
+400
15 16
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