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
551
$3.89K ﹤0.01%
+19
552
$3.88K ﹤0.01%
236
+97
553
$3.63K ﹤0.01%
108
554
$3.62K ﹤0.01%
15
555
$3.58K ﹤0.01%
179
+29
556
$3.55K ﹤0.01%
60
557
$3.48K ﹤0.01%
32
558
$3.46K ﹤0.01%
+36
559
$3.38K ﹤0.01%
86
560
$3.37K ﹤0.01%
40
561
$3.35K ﹤0.01%
+21
562
$3.33K ﹤0.01%
170
+2
563
$3.33K ﹤0.01%
62
564
$3.19K ﹤0.01%
+949
565
$3.15K ﹤0.01%
+12
566
$3.13K ﹤0.01%
+106
567
$3.08K ﹤0.01%
62
568
$3.05K ﹤0.01%
+20
569
$3.02K ﹤0.01%
25
570
$2.91K ﹤0.01%
+106
571
$2.86K ﹤0.01%
+39
572
$2.84K ﹤0.01%
50
573
$2.83K ﹤0.01%
+45
574
$2.79K ﹤0.01%
106
575
$2.79K ﹤0.01%
20
21 22
23
24 25