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
426
$18.8K ﹤0.01%
310
427
$18.7K ﹤0.01%
470
428
$18.5K ﹤0.01%
325
429
$18.3K ﹤0.01%
500
430
$18.1K ﹤0.01%
530
431
$17.8K ﹤0.01%
262
432
$17.7K ﹤0.01%
1,000
433
$17.6K ﹤0.01%
350
434
$17.4K ﹤0.01%
137
+1
435
$17K ﹤0.01%
40
436
$16.9K ﹤0.01%
222
437
$16.9K ﹤0.01%
1,175
+28
438
$16.8K ﹤0.01%
1,000
439
$16.6K ﹤0.01%
345
440
$16.5K ﹤0.01%
1,065
441
$16.5K ﹤0.01%
211
442
$16.4K ﹤0.01%
1,245
443
$16.3K ﹤0.01%
312
444
$15.7K ﹤0.01%
120
445
$15.6K ﹤0.01%
26
446
$15.4K ﹤0.01%
1,616
447
$15K ﹤0.01%
1,000
448
$15K ﹤0.01%
+145
449
$14.8K ﹤0.01%
1,500
450
$14.7K ﹤0.01%
700