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
26
$4.41M 0.97%
7,976
+301
27
$4.29M 0.95%
25,982
+25,359
28
$4.17M 0.92%
73,501
+4,176
29
$4.12M 0.91%
23,762
+2,235
30
$3.97M 0.88%
15,957
+700
31
$3.91M 0.86%
23,704
+467
32
$3.83M 0.85%
75,849
-1,531
33
$3.78M 0.83%
59,397
+1,317
34
$3.74M 0.83%
8,013
+398
35
$3.72M 0.82%
19,243
+261
36
$3.71M 0.82%
93,279
+4,480
37
$3.62M 0.8%
213,220
+2,465
38
$3.54M 0.78%
10,290
+225
39
$3.53M 0.78%
49,894
+2,347
40
$3.53M 0.78%
6,514
+229
41
$3.35M 0.74%
78,355
+1,583
42
$3.32M 0.73%
18,171
+620
43
$3.31M 0.73%
59,625
+14,228
44
$3.26M 0.72%
68,659
+2,723
45
$3.26M 0.72%
179,163
-521
46
$3.21M 0.71%
16,302
+530
47
$3.2M 0.71%
25,407
+496
48
$3.03M 0.67%
59,260
+671
49
$3.02M 0.67%
13,759
+403
50
$2.97M 0.65%
+749
1
2
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