PGAM

Princeton Global Asset Management Portfolio holdings

AUM $618M
1-Year Est. Return 26.9%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$328M
AUM Growth
-$186K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
569
New
Increased
Reduced
Closed

Top Buys

1 +$2.87M
2 +$1.22M
3 +$688K
4
F icon
Ford
F
+$629K
5
CI icon
Cigna
CI
+$610K

Top Sells

1 +$3.34M
2 +$931K
3 +$880K
4
TLRY icon
Tilray
TLRY
+$475K
5
BPRN icon
Princeton Bancorp
BPRN
+$315K

Sector Composition

1 Technology 21.88%
2 Healthcare 16.02%
3 Financials 14.35%
4 Industrials 6.55%
5 Communication Services 6.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
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