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
$347M
AUM Growth
+$38.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
628
New
Increased
Reduced
Closed

Top Buys

1
+$2.82M
2
+$1.91M
3
+$1.28M
4
AVGO icon
Broadcom
AVGO
+$1.07M
5
PH icon
Parker-Hannifin
PH
+$1.01M

Top Sells

1
+$1.37M
2
+$793K
3
+$693K
4
VT icon
Vanguard Total World Stock ETF
VT
+$124K
5
CMCSA icon
Comcast
CMCSA
+$82.3K

Sector Composition

1 Technology 19.93%
2 Healthcare 17.63%
3 Industrials 12.76%
4 Financials 12.02%
5 Materials 3.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$11.3K ﹤0.01%
148
+22
402
$11.2K ﹤0.01%
68
+1
403
$11.2K ﹤0.01%
135
+11
404
$11.1K ﹤0.01%
370
405
$10.6K ﹤0.01%
164
406
$10.1K ﹤0.01%
250
407
$10K ﹤0.01%
1,228
+78
408
$9.89K ﹤0.01%
1,125
409
$9.85K ﹤0.01%
346
+2
410
$9.82K ﹤0.01%
400
411
$9.8K ﹤0.01%
100
412
$9.73K ﹤0.01%
1,521
413
$9.73K ﹤0.01%
112
+1
414
$9.69K ﹤0.01%
+64
415
$9.63K ﹤0.01%
300
416
$9.58K ﹤0.01%
800
417
$9.17K ﹤0.01%
117
418
$9.14K ﹤0.01%
212
419
$8.92K ﹤0.01%
40
420
$8.91K ﹤0.01%
54
421
$8.77K ﹤0.01%
187
422
$8.64K ﹤0.01%
130
423
$8.58K ﹤0.01%
395
424
$8.52K ﹤0.01%
251
425
$8.49K ﹤0.01%
102
15 16
17
18 19