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
451
$14.6K ﹤0.01%
260
452
$14.3K ﹤0.01%
186
453
$14.1K ﹤0.01%
117
-242
454
$14K ﹤0.01%
200
+1
455
$13.9K ﹤0.01%
1,206
456
$13.9K ﹤0.01%
16,833
457
$13.8K ﹤0.01%
333
458
$13.8K ﹤0.01%
1,106
459
$13.8K ﹤0.01%
175
460
$13.7K ﹤0.01%
74
461
$13.7K ﹤0.01%
430
462
$13.3K ﹤0.01%
+56
463
$13.2K ﹤0.01%
1,000
464
$13.2K ﹤0.01%
157
465
$13.1K ﹤0.01%
330
466
$13.1K ﹤0.01%
114
+13
467
$13.1K ﹤0.01%
300
468
$12.8K ﹤0.01%
400
469
$12.4K ﹤0.01%
50
-50
470
$12.3K ﹤0.01%
107
471
$12.3K ﹤0.01%
130
472
$12.1K ﹤0.01%
25
-61
473
$12.1K ﹤0.01%
247
+5
474
$12.1K ﹤0.01%
89
475
$12K ﹤0.01%
64
17 18
19
20 21