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
451
$6.53K ﹤0.01%
300
452
$6.52K ﹤0.01%
275
453
$6.32K ﹤0.01%
+500
454
$6.31K ﹤0.01%
28
455
$6.29K ﹤0.01%
426
456
$6.27K ﹤0.01%
120
457
$6.21K ﹤0.01%
64
458
$6.18K ﹤0.01%
231
+1
459
$6.03K ﹤0.01%
324
460
$6K ﹤0.01%
63
461
$6K ﹤0.01%
57
462
$5.99K ﹤0.01%
+45
463
$5.98K ﹤0.01%
185
464
$5.77K ﹤0.01%
125
465
$5.75K ﹤0.01%
+50
466
$5.75K ﹤0.01%
+69
467
$5.68K ﹤0.01%
503
468
$5.68K ﹤0.01%
50
469
$5.59K ﹤0.01%
+110
470
$5.55K ﹤0.01%
55
471
$5.49K ﹤0.01%
40
472
$5.3K ﹤0.01%
120
+1
473
$5.24K ﹤0.01%
100
474
$5.24K ﹤0.01%
111
475
$5.13K ﹤0.01%
206
17 18
19
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