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
$320M
AUM Growth
+$94.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
591
New
Increased
Reduced
Closed

Top Buys

1 +$3.26M
2 +$2.97M
3 +$2.34M
4
PEP icon
PepsiCo
PEP
+$2.32M
5
MSFT icon
Microsoft
MSFT
+$2.19M

Top Sells

1 +$1.17M
2 +$749K
3 +$713K
4
MTN icon
Vail Resorts
MTN
+$689K
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$686K

Sector Composition

1 Technology 19.69%
2 Healthcare 15.61%
3 Financials 11.09%
4 Communication Services 5.38%
5 Industrials 4.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
$9K ﹤0.01%
+500
427
$9K ﹤0.01%
+141
428
$8K ﹤0.01%
125
429
$8K ﹤0.01%
1,200
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$8K ﹤0.01%
98
431
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72
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$8K ﹤0.01%
+491
433
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209
434
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1,000
435
$8K ﹤0.01%
239
436
$7K ﹤0.01%
110
437
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951
438
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480
-1
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$7K ﹤0.01%
55
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370
441
$6K ﹤0.01%
501
442
$6K ﹤0.01%
+275
443
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111
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49
445
$6K ﹤0.01%
+1,000
446
$6K ﹤0.01%
100
447
$6K ﹤0.01%
+239
448
$6K ﹤0.01%
250
449
$6K ﹤0.01%
229
450
$5K ﹤0.01%
151