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
$328M
AUM Growth
+$19.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
579
New
Increased
Reduced
Closed

Top Buys

1
+$2.2M
2
+$2.2M
3
+$1.74M
4
ABBV icon
AbbVie
ABBV
+$1.54M
5
AMZN icon
Amazon
AMZN
+$660K

Top Sells

1
+$1.91M
2
+$1.14M
3
+$1.08M
4
COR
Coresite Realty Corporation
COR
+$1.01M
5
MSFT icon
Microsoft
MSFT
+$970K

Sector Composition

1 Technology 20.88%
2 Healthcare 18.1%
3 Financials 13.81%
4 Industrials 6.86%
5 Communication Services 6.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$2K ﹤0.01%
26
502
$2K ﹤0.01%
24
503
$2K ﹤0.01%
+25
504
$2K ﹤0.01%
21
505
$2K ﹤0.01%
182
506
$2K ﹤0.01%
+100
507
$2K ﹤0.01%
+100
508
$2K ﹤0.01%
131
509
$2K ﹤0.01%
15
510
$2K ﹤0.01%
3
511
$2K ﹤0.01%
+40
512
$1K ﹤0.01%
+7
513
$1K ﹤0.01%
+19
514
$1K ﹤0.01%
+100
515
$1K ﹤0.01%
12
516
$1K ﹤0.01%
12
517
$1K ﹤0.01%
15
518
$1K ﹤0.01%
15
519
$1K ﹤0.01%
45
520
$1K ﹤0.01%
13
521
$1K ﹤0.01%
20
522
$1K ﹤0.01%
13
523
$1K ﹤0.01%
16
524
$1K ﹤0.01%
84
525
$1K ﹤0.01%
53
19 20
21
22 23