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
401
$17.8K ﹤0.01%
1,065
402
$17.6K ﹤0.01%
350
403
$17.4K ﹤0.01%
132
404
$17.3K ﹤0.01%
500
405
$17.2K ﹤0.01%
+74
406
$17.1K ﹤0.01%
136
+1
407
$16.8K ﹤0.01%
1,000
408
$16.7K ﹤0.01%
345
-100
409
$16.4K ﹤0.01%
211
410
$16.3K ﹤0.01%
1,000
411
$16.2K ﹤0.01%
100
-75
412
$16.2K ﹤0.01%
+1,000
413
$16.1K ﹤0.01%
312
+2
414
$16K ﹤0.01%
1,119
+27
415
$15.4K ﹤0.01%
1,000
416
$15.3K ﹤0.01%
40
417
$15K ﹤0.01%
1,000
418
$15K ﹤0.01%
1,816
419
$14.8K ﹤0.01%
1,000
420
$14.2K ﹤0.01%
1,000
421
$14.2K ﹤0.01%
+120
422
$14.1K ﹤0.01%
112
+48
423
$14K ﹤0.01%
806
424
$14K ﹤0.01%
105
425
$14K ﹤0.01%
630
15 16
17
18 19