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
$328M
AUM Growth
+$19.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
579
New
Increased
Reduced
Closed

Top Buys

1
+$2.2M
2
+$2.2M
3
+$1.74M
4
ABBV icon
AbbVie
ABBV
+$1.54M
5
AMZN icon
Amazon
AMZN
+$660K

Top Sells

1
+$1.91M
2
+$1.14M
3
+$1.08M
4
COR
Coresite Realty Corporation
COR
+$1.01M
5
MSFT icon
Microsoft
MSFT
+$970K

Sector Composition

1 Technology 20.88%
2 Healthcare 18.1%
3 Financials 13.81%
4 Industrials 6.86%
5 Communication Services 6.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$11K ﹤0.01%
285
+266
402
$11K ﹤0.01%
+54
403
$11K ﹤0.01%
66
404
$11K ﹤0.01%
157
405
$11K ﹤0.01%
56
406
$11K ﹤0.01%
370
407
$10K ﹤0.01%
77
+2
408
$10K ﹤0.01%
245
409
$10K ﹤0.01%
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410
$10K ﹤0.01%
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411
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951
412
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+200
413
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414
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481
415
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428
+2
416
$10K ﹤0.01%
126
417
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1,000
418
$10K ﹤0.01%
1,040
-1,060
419
$9K ﹤0.01%
41
420
$9K ﹤0.01%
+220
421
$9K ﹤0.01%
125
422
$9K ﹤0.01%
67
-192
423
$9K ﹤0.01%
86
424
$9K ﹤0.01%
63
425
$9K ﹤0.01%
+115
15 16
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