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
601
$1.67K ﹤0.01%
+48
602
$1.56K ﹤0.01%
24
603
$1.55K ﹤0.01%
500
604
$1.5K ﹤0.01%
34
605
$1.49K ﹤0.01%
+24
606
$1.45K ﹤0.01%
75
607
$1.45K ﹤0.01%
+12
608
$1.42K ﹤0.01%
+46
609
$1.41K ﹤0.01%
75
610
$1.4K ﹤0.01%
1,000
611
$1.39K ﹤0.01%
40
612
$1.38K ﹤0.01%
25
613
$1.37K ﹤0.01%
101
614
$1.28K ﹤0.01%
+37
615
$1.27K ﹤0.01%
+27
616
$1.25K ﹤0.01%
100
617
$1.24K ﹤0.01%
30
618
$1.19K ﹤0.01%
35
619
$1.19K ﹤0.01%
+52
620
$1.18K ﹤0.01%
15
621
$1.16K ﹤0.01%
+61
622
$1.11K ﹤0.01%
7
623
$1.1K ﹤0.01%
+39
624
$1.04K ﹤0.01%
250
625
$966 ﹤0.01%
12
23 24
25
26 27