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
$347M
AUM Growth
+$38.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
628
New
Increased
Reduced
Closed

Top Buys

1
+$2.82M
2
+$1.91M
3
+$1.28M
4
AVGO icon
Broadcom
AVGO
+$1.07M
5
PH icon
Parker-Hannifin
PH
+$1.01M

Top Sells

1
+$1.37M
2
+$793K
3
+$693K
4
VT icon
Vanguard Total World Stock ETF
VT
+$124K
5
CMCSA icon
Comcast
CMCSA
+$82.3K

Sector Composition

1 Technology 19.93%
2 Healthcare 17.63%
3 Industrials 12.76%
4 Financials 12.02%
5 Materials 3.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$8.34K ﹤0.01%
900
427
$8.34K ﹤0.01%
1,040
428
$8.3K ﹤0.01%
100
429
$8.28K ﹤0.01%
425
-449
430
$8.27K ﹤0.01%
245
-93
431
$8.03K ﹤0.01%
42
432
$7.8K ﹤0.01%
+95
433
$7.65K ﹤0.01%
300
434
$7.53K ﹤0.01%
+250
435
$7.42K ﹤0.01%
950
+20
436
$7.36K ﹤0.01%
194
-2,170
437
$7.32K ﹤0.01%
102
438
$7.32K ﹤0.01%
93
439
$7.29K ﹤0.01%
65
440
$7.22K ﹤0.01%
75
441
$7.15K ﹤0.01%
100
442
$7.15K ﹤0.01%
191
+1
443
$7.03K ﹤0.01%
388
444
$6.9K ﹤0.01%
736
445
$6.8K ﹤0.01%
113
+1
446
$6.76K ﹤0.01%
125
447
$6.66K ﹤0.01%
100
448
$6.63K ﹤0.01%
384
449
$6.62K ﹤0.01%
156
450
$6.59K ﹤0.01%
500
16 17
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