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
526
$6.43K ﹤0.01%
+125
527
$6.39K ﹤0.01%
57
528
$6.38K ﹤0.01%
170
529
$6.34K ﹤0.01%
60
530
$5.9K ﹤0.01%
50
531
$5.87K ﹤0.01%
1,900
532
$5.85K ﹤0.01%
117
+2
533
$5.61K ﹤0.01%
25
534
$5.59K ﹤0.01%
262
+4
535
$5.49K ﹤0.01%
83
+1
536
$5.43K ﹤0.01%
1,000
537
$5.4K ﹤0.01%
50
538
$5.28K ﹤0.01%
138
539
$5.19K ﹤0.01%
21
540
$5.19K ﹤0.01%
140
541
$5.19K ﹤0.01%
65
-120
542
$5.16K ﹤0.01%
400
-500
543
$5.15K ﹤0.01%
187
544
$4.9K ﹤0.01%
60
545
$4.83K ﹤0.01%
63
546
$4.65K ﹤0.01%
285
547
$4.59K ﹤0.01%
80
548
$4.58K ﹤0.01%
500
549
$4.32K ﹤0.01%
108
550
$4.25K ﹤0.01%
236
20 21
22
23 24