PGAM
Princeton Global Asset Management Portfolio holdings
AUM
$551M
This Quarter Return
+10.38%
1 Year Return
+25.25%
3 Year Return
+82.35%
5 Year Return
+152.17%
10 Year Return
–
AUM
$357M
AUM Growth
+$357M
(+8.9%)
Cap. Flow
-$100K
Cap. Flow
% of AUM
-0.03%
Top 10 Holdings %
Top 10 Hldgs %
28.2%
Holding
560
New
34
Increased
83
Reduced
127
Closed
23
Top Buys
| 1 |
Global X Variable Rate Preferred ETF
PFFV
|
$2.59M |
| 2 |
Quanta Services
PWR
|
$2.43M |
| 3 |
Vanguard Total World Stock ETF
VT
|
$1.81M |
| 4 |
iShares Ultra Short Duration Bond Active ETF
ICSH
|
$1.72M |
| 5 |
Dick's Sporting Goods
DKS
|
$1.7M |
Top Sells
| 1 |
Walt Disney
DIS
|
$4.22M |
| 2 |
IBDM
iShares iBonds Dec 2021 Term Corporate ETF
IBDM
|
$3.9M |
| 3 |
Alibaba
BABA
|
$1.54M |
| 4 |
Global X US Preferred ETF
PFFD
|
$1.38M |
| 5 |
Ford
F
|
$963K |
Sector Composition
| 1 | Technology | 22.9% |
| 2 | Healthcare | 15.99% |
| 3 | Financials | 13.76% |
| 4 | Industrials | 7.95% |
| 5 | Consumer Discretionary | 6% |