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
$347M
AUM Growth
+$38.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
628
New
Increased
Reduced
Closed

Top Buys

1
+$2.82M
2
+$1.91M
3
+$1.28M
4
AVGO icon
Broadcom
AVGO
+$1.07M
5
PH icon
Parker-Hannifin
PH
+$1.01M

Top Sells

1
+$1.37M
2
+$793K
3
+$693K
4
VT icon
Vanguard Total World Stock ETF
VT
+$124K
5
CMCSA icon
Comcast
CMCSA
+$82.3K

Sector Composition

1 Technology 19.93%
2 Healthcare 17.63%
3 Industrials 12.76%
4 Financials 12.02%
5 Materials 3.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$5.01K ﹤0.01%
15
477
$4.82K ﹤0.01%
78
+26
478
$4.75K ﹤0.01%
100
479
$4.72K ﹤0.01%
490
-3
480
$4.68K ﹤0.01%
+160
481
$4.66K ﹤0.01%
+250
482
$4.47K ﹤0.01%
225
483
$4.43K ﹤0.01%
60
484
$4.25K ﹤0.01%
126
485
$4.22K ﹤0.01%
100
486
$4.18K ﹤0.01%
+75
487
$4.12K ﹤0.01%
59
488
$4.03K ﹤0.01%
70
489
$4.01K ﹤0.01%
63
490
$3.9K ﹤0.01%
100
491
$3.89K ﹤0.01%
64
492
$3.85K ﹤0.01%
83
+28
493
$3.8K ﹤0.01%
+361
494
$3.73K ﹤0.01%
320
495
$3.56K ﹤0.01%
29
496
$3.52K ﹤0.01%
220
497
$3.52K ﹤0.01%
30
498
$3.46K ﹤0.01%
276
499
$3.36K ﹤0.01%
58
500
$3.26K ﹤0.01%
64
18 19
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