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
$247K
AUM Growth
-$175M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
526
New
Increased
Reduced
Closed

Top Buys

1
+$5.67K
2
+$4.2K
3
+$2.06K
4
MSFT icon
Microsoft
MSFT
+$2.06K
5
JPM icon
JPMorgan Chase
JPM
+$1.6K

Top Sells

1
+$892K
2
+$741K
3
+$602K
4
EMMF icon
WisdomTree Emerging Markets Multifactor Fund
EMMF
+$230K
5
ACSI icon
American Customer Satisfaction ETF
ACSI
+$126K

Sector Composition

1 Financials 18.09%
2 Technology 17.48%
3 Healthcare 13.22%
4 Consumer Discretionary 8.06%
5 Communication Services 6.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.43K 0.98%
6,242
+1,528
27
$2.37K 0.96%
17,024
-3,779
28
$2.3K 0.93%
41,520
+4,220
29
$2.27K 0.92%
42,137
+1,913
30
$2.22K 0.9%
54,709
+6,378
31
$2.12K 0.86%
30,583
+29,733
32
$2.1K 0.85%
18,510
+4,387
33
$2.08K 0.84%
24,813
-196
34
$2.08K 0.84%
34,316
+10,044
35
$2.05K 0.83%
50,563
+2,521
36
$1.98K 0.8%
67,066
+13,378
37
$1.97K 0.8%
63,781
38
$1.91K 0.77%
42,489
+13,487
39
$1.76K 0.71%
26,300
+3,140
40
$1.64K 0.66%
11,489
+661
41
$1.61K 0.65%
43,384
+12,684
42
$1.51K 0.61%
90,265
+11,750
43
$1.5K 0.61%
26,182
+6,028
44
$1.46K 0.59%
6,041
+2,243
45
$1.43K 0.58%
4,153
+935
46
$1.38K 0.56%
5,771
+1,063
47
$1.35K 0.55%
12,100
+3,255
48
$1.35K 0.55%
10,954
+2,783
49
$1.35K 0.55%
24,027
+23,692
50
$1.35K 0.55%
67,865
+6,390
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