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
$453M
AUM Growth
+$32.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
700
New
Increased
Reduced
Closed

Top Buys

1
+$4.18M
2
+$2.97M
3
+$1.73M
4
MSFT icon
Microsoft
MSFT
+$1.58M
5
AVGO icon
Broadcom
AVGO
+$1.38M

Top Sells

1
+$3.31M
2
+$2.1M
3
+$591K
4
UNP icon
Union Pacific
UNP
+$384K
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$219K

Sector Composition

1 Technology 25.18%
2 Healthcare 12.19%
3 Financials 12.05%
4 Industrials 11.14%
5 Materials 4.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$13.9K ﹤0.01%
513
-203
427
$13.9K ﹤0.01%
700
428
$13.9K ﹤0.01%
671
+663
429
$13.9K ﹤0.01%
430
430
$13.8K ﹤0.01%
242
+6
431
$13.5K ﹤0.01%
175
432
$13.5K ﹤0.01%
16,833
433
$13.2K ﹤0.01%
+185
434
$12.9K ﹤0.01%
1,000
435
$12.8K ﹤0.01%
260
436
$12.7K ﹤0.01%
900
437
$12.6K ﹤0.01%
330
+43
438
$12.6K ﹤0.01%
114
439
$12.6K ﹤0.01%
50
440
$12.5K ﹤0.01%
26
441
$12.4K ﹤0.01%
1,168
+59
442
$12.4K ﹤0.01%
64
-78
443
$12.3K ﹤0.01%
1,000
444
$12.2K ﹤0.01%
300
445
$12.2K ﹤0.01%
50
446
$12.1K ﹤0.01%
184
+7
447
$11.9K ﹤0.01%
102
+1
448
$11.8K ﹤0.01%
161
-14
449
$11.5K ﹤0.01%
64
450
$11.5K ﹤0.01%
150
16 17
18
19 20