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
526
$2.04K ﹤0.01%
22
+1
527
$2.01K ﹤0.01%
40
528
$2K ﹤0.01%
53
529
$1.95K ﹤0.01%
+34
530
$1.95K ﹤0.01%
+10
531
$1.84K ﹤0.01%
+36
532
$1.84K ﹤0.01%
20
533
$1.78K ﹤0.01%
216
534
$1.68K ﹤0.01%
75
535
$1.58K ﹤0.01%
+36
536
$1.57K ﹤0.01%
40
537
$1.55K ﹤0.01%
25
538
$1.38K ﹤0.01%
13
539
$1.38K ﹤0.01%
+33
540
$1.35K ﹤0.01%
20
541
$1.21K ﹤0.01%
+65
542
$1.13K ﹤0.01%
35
543
$1.12K ﹤0.01%
90
+2
544
$1.03K ﹤0.01%
15
545
$993 ﹤0.01%
100
546
$966 ﹤0.01%
43
547
$946 ﹤0.01%
200
548
$945 ﹤0.01%
+16
549
$877 ﹤0.01%
81
550
$864 ﹤0.01%
16
20 21
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