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
526
$7.14K ﹤0.01%
59
527
$7.14K ﹤0.01%
1,900
528
$7.1K ﹤0.01%
170
529
$6.98K ﹤0.01%
104
530
$6.92K ﹤0.01%
30
531
$6.69K ﹤0.01%
100
532
$6.48K ﹤0.01%
60
-22
533
$6.21K ﹤0.01%
100
534
$5.92K ﹤0.01%
82
535
$5.9K ﹤0.01%
115
536
$5.84K ﹤0.01%
57
537
$5.72K ﹤0.01%
258
+3
538
$5.61K ﹤0.01%
500
539
$5.56K ﹤0.01%
187
540
$5.51K ﹤0.01%
69
541
$5.5K ﹤0.01%
50
-22
542
$5.49K ﹤0.01%
138
543
$5.45K ﹤0.01%
63
+1
544
$5.26K ﹤0.01%
+5
545
$5.03K ﹤0.01%
16
546
$5.01K ﹤0.01%
25
547
$4.99K ﹤0.01%
285
548
$4.97K ﹤0.01%
63
549
$4.84K ﹤0.01%
500
550
$4.84K ﹤0.01%
21
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