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
$602M
AUM Growth
+$51.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
794
New
Increased
Reduced
Closed

Top Buys

1 +$5.29M
2 +$2.65M
3 +$2.15M
4
WFC icon
Wells Fargo
WFC
+$2.11M
5
BAC icon
Bank of America
BAC
+$1.95M

Top Sells

1 +$3.6M
2 +$3M
3 +$2.25M
4
CRDO icon
Credo Technology Group
CRDO
+$1.98M
5
CRM icon
Salesforce
CRM
+$1.42M

Sector Composition

1 Technology 26.61%
2 Financials 14.04%
3 Industrials 9.39%
4 Communication Services 6.05%
5 Consumer Discretionary 4.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
TDG icon
476
TransDigm Group
TDG
$76.3B
$15.8K ﹤0.01%
12
NVS icon
477
Novartis
NVS
$247B
$15.8K ﹤0.01%
123
FNF icon
478
Fidelity National Financial
FNF
$16.1B
$15.7K ﹤0.01%
260
WES icon
479
Western Midstream Partners
WES
$16B
$15.7K ﹤0.01%
400
-300
SHOP icon
480
Shopify
SHOP
$194B
$15.6K ﹤0.01%
105
ITB icon
481
iShares US Home Construction ETF
ITB
$2.66B
$15.6K ﹤0.01%
145
STM icon
482
STMicroelectronics
STM
$20.6B
$15.5K ﹤0.01%
550
FIP icon
483
FTAI Infrastructure
FIP
$495M
$15.2K ﹤0.01%
3,482
+25
NMTC icon
484
NeuroOne Medical Technologies
NMTC
$34.1M
$15K ﹤0.01%
16,833
EVRG icon
485
Evergy
EVRG
$17.4B
$14.8K ﹤0.01%
195
NLY icon
486
Annaly Capital Management
NLY
$15.6B
$14.6K ﹤0.01%
724
+24
AMT icon
487
American Tower
AMT
$82.5B
$14.5K ﹤0.01%
75
VFH icon
488
Vanguard Financials ETF
VFH
$13B
$14.4K ﹤0.01%
+110
FCX icon
489
Freeport-McMoran
FCX
$61.8B
$14.3K ﹤0.01%
365
BOTZ icon
490
Global X Robotics & Artificial Intelligence ETF
BOTZ
$3.01B
$14.2K ﹤0.01%
400
PGX icon
491
Invesco Preferred ETF
PGX
$3.88B
$14K ﹤0.01%
1,206
FVD icon
492
First Trust Value Line Dividend Fund
FVD
$8.5B
$13.9K ﹤0.01%
300
LYG icon
493
Lloyds Banking Group
LYG
$74.3B
$13.6K ﹤0.01%
3,000
BEPC icon
494
Brookfield Renewable
BEPC
$7.29B
$13.6K ﹤0.01%
395
+55
PCAR icon
495
PACCAR
PCAR
$54.6B
$13.6K ﹤0.01%
138
EFA icon
496
iShares MSCI EAFE ETF
EFA
$68.3B
$13.5K ﹤0.01%
145
NLR icon
497
VanEck Uranium + Nuclear Energy ETF
NLR
$3.52B
$13.3K ﹤0.01%
+98
GEHC icon
498
GE HealthCare
GEHC
$36.1B
$13.2K ﹤0.01%
176
FE icon
499
FirstEnergy
FE
$26.8B
$13.2K ﹤0.01%
288
NOMD icon
500
Nomad Foods
NOMD
$1.8B
$13.2K ﹤0.01%
1,000