PGAM

Princeton Global Asset Management Portfolio holdings

AUM $618M
1-Year Est. Return 26.9%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$551M
AUM Growth
+$47.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
778
New
Increased
Reduced
Closed

Top Buys

1 +$8.34M
2 +$4.32M
3 +$2.54M
4
V icon
Visa
V
+$1.98M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$856K

Top Sells

1 +$6.61M
2 +$3.29M
3 +$2.86M
4
AXP icon
American Express
AXP
+$2.74M
5
OWL icon
Blue Owl Capital
OWL
+$1.43M

Sector Composition

1 Technology 26.12%
2 Financials 13.79%
3 Industrials 9.21%
4 Consumer Discretionary 5.2%
5 Healthcare 4.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$25.5K ﹤0.01%
+279
402
$25.4K ﹤0.01%
+375
403
$25.2K ﹤0.01%
179
+155
404
$25K ﹤0.01%
872
+341
405
$24.9K ﹤0.01%
950
406
$24.9K ﹤0.01%
97
407
$24.6K ﹤0.01%
331
+269
408
$24.6K ﹤0.01%
225
409
$24.4K ﹤0.01%
93
+4
410
$24.3K ﹤0.01%
2,000
411
$24K ﹤0.01%
302
412
$23.9K ﹤0.01%
+316
413
$23.8K ﹤0.01%
61
+51
414
$23.4K ﹤0.01%
128
+64
415
$23.4K ﹤0.01%
2,060
416
$23.3K ﹤0.01%
557
417
$23.1K ﹤0.01%
282
418
$23K ﹤0.01%
117
+16
419
$23K ﹤0.01%
246
-454
420
$22.9K ﹤0.01%
170
+1
421
$22.9K ﹤0.01%
424
422
$22.9K ﹤0.01%
48
423
$22.8K ﹤0.01%
+366
424
$22.3K ﹤0.01%
279
+1
425
$22K ﹤0.01%
38
+12