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
$514M
AUM Growth
+$61.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
737
New
Increased
Reduced
Closed

Top Buys

1
+$2.48M
2
+$2.25M
3
+$1.26M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.25M
5
MSFT icon
Microsoft
MSFT
+$1.19M

Top Sells

1
+$3.02M
2
+$2.92M
3
+$1.06M
4
ZTS icon
Zoetis
ZTS
+$429K
5
GLW icon
Corning
GLW
+$379K

Sector Composition

1 Technology 23.65%
2 Financials 12.19%
3 Industrials 11.11%
4 Healthcare 10.89%
5 Consumer Discretionary 4.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$22.9K ﹤0.01%
424
402
$22.6K ﹤0.01%
275
-326
403
$22.5K ﹤0.01%
1,000
404
$22.4K ﹤0.01%
253
+1
405
$22.3K ﹤0.01%
+297
406
$22.3K ﹤0.01%
+301
407
$22.2K ﹤0.01%
705
-422
408
$22.1K ﹤0.01%
282
409
$22K ﹤0.01%
900
410
$22K ﹤0.01%
31
+19
411
$21.6K ﹤0.01%
98
-472
412
$21.2K ﹤0.01%
1,065
413
$21.1K ﹤0.01%
168
414
$21K ﹤0.01%
+153
415
$20.6K ﹤0.01%
509
-156
416
$20.2K ﹤0.01%
216
-509
417
$19.9K ﹤0.01%
345
418
$19.9K ﹤0.01%
443
+1
419
$19.8K ﹤0.01%
211
420
$19.8K ﹤0.01%
222
+210
421
$19.7K ﹤0.01%
400
422
$19.7K ﹤0.01%
+225
423
$19.6K ﹤0.01%
+500
424
$19.4K ﹤0.01%
225
425
$19.4K ﹤0.01%
500
15 16
17
18 19