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
576
$2.67K ﹤0.01%
+6
577
$2.66K ﹤0.01%
60
578
$2.66K ﹤0.01%
100
579
$2.65K ﹤0.01%
+56
580
$2.59K ﹤0.01%
19
581
$2.58K ﹤0.01%
47
582
$2.46K ﹤0.01%
40
583
$2.41K ﹤0.01%
272
+182
584
$2.41K ﹤0.01%
15
585
$2.37K ﹤0.01%
600
586
$2.34K ﹤0.01%
50
587
$2.33K ﹤0.01%
160
588
$2.27K ﹤0.01%
45
589
$2.2K ﹤0.01%
40
590
$2.2K ﹤0.01%
53
591
$2.11K ﹤0.01%
+48
592
$2.02K ﹤0.01%
23
+1
593
$1.97K ﹤0.01%
100
594
$1.97K ﹤0.01%
+20
595
$1.94K ﹤0.01%
38
+1
596
$1.88K ﹤0.01%
10
597
$1.87K ﹤0.01%
1,100
598
$1.84K ﹤0.01%
+79
599
$1.83K ﹤0.01%
+69
600
$1.8K ﹤0.01%
+76
22 23
24
25 26