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
476
$8.5K ﹤0.01%
+65
477
$8.41K ﹤0.01%
502
-1
478
$8.26K ﹤0.01%
366
479
$8.2K ﹤0.01%
39
480
$8.18K ﹤0.01%
+440
481
$8.1K ﹤0.01%
+12
482
$7.97K ﹤0.01%
93
483
$7.94K ﹤0.01%
388
484
$7.9K ﹤0.01%
245
-193
485
$7.87K ﹤0.01%
104
486
$7.87K ﹤0.01%
350
487
$7.83K ﹤0.01%
130
488
$7.83K ﹤0.01%
100
489
$7.7K ﹤0.01%
187
490
$7.68K ﹤0.01%
+49
491
$7.6K ﹤0.01%
1,186
+186
492
$7.6K ﹤0.01%
+118
493
$7.53K ﹤0.01%
+75
494
$7.4K ﹤0.01%
30
495
$7.32K ﹤0.01%
94
496
$7.19K ﹤0.01%
72
+50
497
$7.01K ﹤0.01%
1,900
498
$6.94K ﹤0.01%
+90
499
$6.91K ﹤0.01%
100
500
$6.88K ﹤0.01%
275
18 19
20
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