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
$535M
AUM Growth
+$20.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
702
New
Increased
Reduced
Closed

Top Buys

1
+$7.83M
2
+$2.42M
3
+$2.31M
4
LRCX icon
Lam Research
LRCX
+$2.25M
5
CRM icon
Salesforce
CRM
+$2.04M

Top Sells

1
+$3.93M
2
+$2.56M
3
+$2.26M
4
CDW icon
CDW
CDW
+$2.18M
5
PH icon
Parker-Hannifin
PH
+$1.88M

Sector Composition

1 Technology 25.97%
2 Financials 14.12%
3 Industrials 9.67%
4 Healthcare 8.13%
5 Consumer Discretionary 5.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$23.8K ﹤0.01%
+215
402
$23.6K ﹤0.01%
444
+1
403
$23.3K ﹤0.01%
101
-129
404
$22.8K ﹤0.01%
100
405
$22.5K ﹤0.01%
248
406
$22.5K ﹤0.01%
+225
407
$22.5K ﹤0.01%
145
408
$22.5K ﹤0.01%
424
409
$22.4K ﹤0.01%
246
-204
410
$22K ﹤0.01%
95
+51
411
$21.7K ﹤0.01%
169
+1
412
$21.5K ﹤0.01%
500
413
$21.4K ﹤0.01%
900
414
$21.2K ﹤0.01%
154
+1
415
$20.9K ﹤0.01%
112
416
$20.4K ﹤0.01%
89
-58
417
$20.3K ﹤0.01%
350
-20
418
$20.3K ﹤0.01%
400
419
$20.2K ﹤0.01%
705
420
$20.1K ﹤0.01%
106
421
$20K ﹤0.01%
282
422
$19.4K ﹤0.01%
225
423
$19.4K ﹤0.01%
48
424
$19.2K ﹤0.01%
225
425
$19.2K ﹤0.01%
509
15 16
17
18 19