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
$347M
AUM Growth
+$38.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
628
New
Increased
Reduced
Closed

Top Buys

1
+$2.82M
2
+$1.91M
3
+$1.28M
4
AVGO icon
Broadcom
AVGO
+$1.07M
5
PH icon
Parker-Hannifin
PH
+$1.01M

Top Sells

1
+$1.37M
2
+$793K
3
+$693K
4
VT icon
Vanguard Total World Stock ETF
VT
+$124K
5
CMCSA icon
Comcast
CMCSA
+$82.3K

Sector Composition

1 Technology 19.93%
2 Healthcare 17.63%
3 Industrials 12.76%
4 Financials 12.02%
5 Materials 3.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$3.22K ﹤0.01%
94
+25
502
$3.21K ﹤0.01%
162
503
$2.92K ﹤0.01%
60
+40
504
$2.81K ﹤0.01%
+47
505
$2.81K ﹤0.01%
100
-7
506
$2.65K ﹤0.01%
37
507
$2.63K ﹤0.01%
250
508
$2.62K ﹤0.01%
64
-345
509
$2.61K ﹤0.01%
60
510
$2.54K ﹤0.01%
62
511
$2.51K ﹤0.01%
150
512
$2.41K ﹤0.01%
20
513
$2.39K ﹤0.01%
150
514
$2.33K ﹤0.01%
+833
515
$2.32K ﹤0.01%
15
516
$2.31K ﹤0.01%
58
517
$2.29K ﹤0.01%
+36
518
$2.25K ﹤0.01%
77
-1,382
519
$2.22K ﹤0.01%
20
520
$2.21K ﹤0.01%
100
521
$2.21K ﹤0.01%
+13
522
$2.21K ﹤0.01%
96
+1
523
$2.17K ﹤0.01%
+91
524
$2.17K ﹤0.01%
40
525
$2.14K ﹤0.01%
65
19 20
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