PGAM
Princeton Global Asset Management Portfolio holdings
AUM
$551M
This Quarter Return
+8.62%
1 Year Return
+25.25%
3 Year Return
+82.35%
5 Year Return
+152.17%
10 Year Return
–
AUM
$247K
AUM Growth
+$247K
(-100%)
Cap. Flow
-$2.73M
Cap. Flow
% of AUM
-1,103.42%
Top 10 Holdings %
Top 10 Hldgs %
29.48%
Holding
526
New
170
Increased
168
Reduced
53
Closed
14
Top Buys
| 1 |
Home Depot
HD
|
$5.67K |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$4.2K |
| 3 |
iShares MSCI EAFE ETF
EFA
|
$2.07K |
| 4 |
Microsoft
MSFT
|
$2.06K |
| 5 |
JPMorgan Chase
JPM
|
$1.61K |
Top Sells
Sector Composition
| 1 | Financials | 18.09% |
| 2 | Technology | 17.48% |
| 3 | Healthcare | 13.22% |
| 4 | Consumer Discretionary | 8.06% |
| 5 | Communication Services | 6.6% |
