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
526
$5.35K ﹤0.01%
1,000
527
$5.3K ﹤0.01%
111
528
$5.23K ﹤0.01%
+48
529
$5.22K ﹤0.01%
206
530
$5.05K ﹤0.01%
500
531
$4.93K ﹤0.01%
1,000
532
$4.92K ﹤0.01%
250
533
$4.83K ﹤0.01%
285
534
$4.78K ﹤0.01%
3,766
535
$4.76K ﹤0.01%
+16
536
$4.71K ﹤0.01%
63
537
$4.66K ﹤0.01%
500
538
$4.62K ﹤0.01%
+207
539
$4.61K ﹤0.01%
220
540
$4.58K ﹤0.01%
+21
541
$4.58K ﹤0.01%
65
542
$4.56K ﹤0.01%
+25
543
$4.42K ﹤0.01%
111
544
$4.11K ﹤0.01%
30
-15,359
545
$4.05K ﹤0.01%
62
546
$4.04K ﹤0.01%
38
547
$4.03K ﹤0.01%
8
548
$3.98K ﹤0.01%
1,000
549
$3.95K ﹤0.01%
87
550
$3.9K ﹤0.01%
41
20 21
22
23 24