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
$514M
AUM Growth
+$61.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
737
New
Increased
Reduced
Closed

Top Buys

1
+$2.48M
2
+$2.25M
3
+$1.26M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.25M
5
MSFT icon
Microsoft
MSFT
+$1.19M

Top Sells

1
+$3.02M
2
+$2.92M
3
+$1.06M
4
ZTS icon
Zoetis
ZTS
+$429K
5
GLW icon
Corning
GLW
+$379K

Sector Composition

1 Technology 23.65%
2 Financials 12.19%
3 Industrials 11.11%
4 Healthcare 10.89%
5 Consumer Discretionary 4.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$9.39K ﹤0.01%
1,000
502
$9.38K ﹤0.01%
+90
503
$9.27K ﹤0.01%
393
504
$9.2K ﹤0.01%
59
505
$9.12K ﹤0.01%
65
506
$9.11K ﹤0.01%
350
507
$9.11K ﹤0.01%
1,186
508
$8.66K ﹤0.01%
93
509
$8.56K ﹤0.01%
94
510
$8.56K ﹤0.01%
333
511
$8.51K ﹤0.01%
440
512
$8.38K ﹤0.01%
100
-53
513
$8.36K ﹤0.01%
100
514
$8.36K ﹤0.01%
1,000
515
$8.34K ﹤0.01%
275
516
$8.31K ﹤0.01%
216
-30
517
$8.1K ﹤0.01%
118
518
$8.07K ﹤0.01%
163
519
$7.73K ﹤0.01%
90
520
$7.48K ﹤0.01%
50
-82
521
$7.45K ﹤0.01%
351
-37
522
$7.35K ﹤0.01%
1,000
523
$7.22K ﹤0.01%
1,000
524
$7.16K ﹤0.01%
90
525
$7.15K ﹤0.01%
100
19 20
21
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