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
551
$4.2K ﹤0.01%
63
552
$4.2K ﹤0.01%
130
553
$4.19K ﹤0.01%
111
554
$4.14K ﹤0.01%
86
555
$4.05K ﹤0.01%
21
556
$4.04K ﹤0.01%
89
+1
557
$3.94K ﹤0.01%
146
558
$3.94K ﹤0.01%
69
559
$3.84K ﹤0.01%
62
560
$3.83K ﹤0.01%
500
561
$3.75K ﹤0.01%
1,000
562
$3.7K ﹤0.01%
38
563
$3.7K ﹤0.01%
19
564
$3.67K ﹤0.01%
106
565
$3.59K ﹤0.01%
32
566
$3.55K ﹤0.01%
175
+3
567
$3.28K ﹤0.01%
25
568
$3.25K ﹤0.01%
154
+1
569
$3.21K ﹤0.01%
45
570
$3.21K ﹤0.01%
64
+2
571
$3.19K ﹤0.01%
43
572
$3.19K ﹤0.01%
39
573
$3.13K ﹤0.01%
6
574
$3.13K ﹤0.01%
15
575
$3.09K ﹤0.01%
40
21 22
23
24 25