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
$453M
AUM Growth
+$32.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
700
New
Increased
Reduced
Closed

Top Buys

1
+$4.18M
2
+$2.97M
3
+$1.73M
4
MSFT icon
Microsoft
MSFT
+$1.58M
5
AVGO icon
Broadcom
AVGO
+$1.38M

Top Sells

1
+$3.31M
2
+$2.1M
3
+$591K
4
UNP icon
Union Pacific
UNP
+$384K
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$219K

Sector Composition

1 Technology 25.18%
2 Healthcare 12.19%
3 Financials 12.05%
4 Industrials 11.14%
5 Materials 4.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$6.82K ﹤0.01%
+100
502
$6.73K ﹤0.01%
+32
503
$6.71K ﹤0.01%
500
504
$6.66K ﹤0.01%
170
505
$6.53K ﹤0.01%
1,000
506
$6.43K ﹤0.01%
+59
507
$6.41K ﹤0.01%
54
508
$6.36K ﹤0.01%
+48
509
$6.28K ﹤0.01%
69
510
$6.24K ﹤0.01%
188
-81
511
$6.17K ﹤0.01%
90
512
$6.17K ﹤0.01%
114
513
$6.11K ﹤0.01%
163
514
$5.94K ﹤0.01%
112
-197
515
$5.93K ﹤0.01%
+43
516
$5.88K ﹤0.01%
333
517
$5.8K ﹤0.01%
+160
518
$5.79K ﹤0.01%
+113
519
$5.74K ﹤0.01%
115
+1
520
$5.68K ﹤0.01%
235
+1
521
$5.59K ﹤0.01%
100
522
$5.51K ﹤0.01%
57
523
$5.51K ﹤0.01%
82
+2
524
$5.44K ﹤0.01%
138
525
$5.42K ﹤0.01%
255
+3
19 20
21
22 23