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
451
$11.4K ﹤0.01%
+162
452
$11.3K ﹤0.01%
1,086
+66
453
$11.2K ﹤0.01%
1,000
454
$10.9K ﹤0.01%
+89
455
$10.9K ﹤0.01%
63
456
$10.9K ﹤0.01%
1,000
457
$10.7K ﹤0.01%
400
458
$10.6K ﹤0.01%
5,000
459
$10.5K ﹤0.01%
153
+53
460
$10.3K ﹤0.01%
+100
461
$10.2K ﹤0.01%
450
462
$10.1K ﹤0.01%
157
463
$10.1K ﹤0.01%
+200
464
$10K ﹤0.01%
262
465
$10K ﹤0.01%
1,000
466
$9.62K ﹤0.01%
737
467
$9.19K ﹤0.01%
360
+3
468
$9.04K ﹤0.01%
64
469
$8.9K ﹤0.01%
+82
470
$8.77K ﹤0.01%
246
+31
471
$8.76K ﹤0.01%
393
472
$8.73K ﹤0.01%
+59
473
$8.7K ﹤0.01%
44
474
$8.57K ﹤0.01%
157
475
$8.54K ﹤0.01%
1,000
17 18
19
20 21