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
$535M
AUM Growth
+$20.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
702
New
Increased
Reduced
Closed

Top Buys

1
+$7.83M
2
+$2.42M
3
+$2.31M
4
LRCX icon
Lam Research
LRCX
+$2.25M
5
CRM icon
Salesforce
CRM
+$2.04M

Top Sells

1
+$3.93M
2
+$2.56M
3
+$2.26M
4
CDW icon
CDW
CDW
+$2.18M
5
PH icon
Parker-Hannifin
PH
+$1.88M

Sector Composition

1 Technology 25.97%
2 Financials 14.12%
3 Industrials 9.67%
4 Healthcare 8.13%
5 Consumer Discretionary 5.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$11.9K ﹤0.01%
+6
477
$11.9K ﹤0.01%
600
478
$11.8K ﹤0.01%
1,186
479
$11.8K ﹤0.01%
50
480
$11.7K ﹤0.01%
157
481
$11.5K ﹤0.01%
300
482
$11.3K ﹤0.01%
65
483
$11.1K ﹤0.01%
189
484
$11.1K ﹤0.01%
415
-999
485
$10.8K ﹤0.01%
163
486
$10.7K ﹤0.01%
63
487
$10.7K ﹤0.01%
1,020
488
$10.6K ﹤0.01%
80
-10
489
$10.5K ﹤0.01%
+37
490
$10.3K ﹤0.01%
806
491
$10.2K ﹤0.01%
400
492
$10.1K ﹤0.01%
200
493
$9.94K ﹤0.01%
666
494
$9.4K ﹤0.01%
+340
495
$9.4K ﹤0.01%
1,000
496
$9.39K ﹤0.01%
730
-2,270
497
$8.91K ﹤0.01%
222
498
$8.87K ﹤0.01%
1,000
499
$8.58K ﹤0.01%
440
500
$8.51K ﹤0.01%
275
18 19
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