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
$535M
AUM Growth
+$20.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
702
New
Increased
Reduced
Closed

Top Buys

1
+$7.83M
2
+$2.42M
3
+$2.31M
4
LRCX icon
Lam Research
LRCX
+$2.25M
5
CRM icon
Salesforce
CRM
+$2.04M

Top Sells

1
+$3.93M
2
+$2.56M
3
+$2.26M
4
CDW icon
CDW
CDW
+$2.18M
5
PH icon
Parker-Hannifin
PH
+$1.88M

Sector Composition

1 Technology 25.97%
2 Financials 14.12%
3 Industrials 9.67%
4 Healthcare 8.13%
5 Consumer Discretionary 5.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$8.47K ﹤0.01%
36
-62
502
$8.41K ﹤0.01%
350
503
$8.38K ﹤0.01%
54
504
$8.14K ﹤0.01%
1,000
505
$8.1K ﹤0.01%
90
506
$8.03K ﹤0.01%
124
-100
507
$7.98K ﹤0.01%
59
508
$7.9K ﹤0.01%
104
509
$7.84K ﹤0.01%
464
510
$7.79K ﹤0.01%
95
-112
511
$7.62K ﹤0.01%
50
-4,768
512
$7.56K ﹤0.01%
100
513
$7.5K ﹤0.01%
219
+3
514
$7.46K ﹤0.01%
1,000
515
$7.27K ﹤0.01%
50
516
$7.24K ﹤0.01%
+25
517
$7.11K ﹤0.01%
90
518
$7.07K ﹤0.01%
100
519
$6.96K ﹤0.01%
1,000
520
$6.94K ﹤0.01%
39
521
$6.74K ﹤0.01%
+38
522
$6.72K ﹤0.01%
100
523
$6.65K ﹤0.01%
500
524
$6.5K ﹤0.01%
59
525
$6.46K ﹤0.01%
30
19 20
21
22 23