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
$514M
AUM Growth
+$61.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
737
New
Increased
Reduced
Closed

Top Buys

1
+$2.48M
2
+$2.25M
3
+$1.26M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.25M
5
MSFT icon
Microsoft
MSFT
+$1.19M

Top Sells

1
+$3.02M
2
+$2.92M
3
+$1.06M
4
ZTS icon
Zoetis
ZTS
+$429K
5
GLW icon
Corning
GLW
+$379K

Sector Composition

1 Technology 23.65%
2 Financials 12.19%
3 Industrials 11.11%
4 Healthcare 10.89%
5 Consumer Discretionary 4.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$2.35K ﹤0.01%
23
602
$2.24K ﹤0.01%
100
603
$2.21K ﹤0.01%
20
604
$2.15K ﹤0.01%
53
605
$2.08K ﹤0.01%
10
606
$2.02K ﹤0.01%
38
607
$2K ﹤0.01%
160
608
$1.77K ﹤0.01%
+14
609
$1.76K ﹤0.01%
+13
610
$1.72K ﹤0.01%
24
611
$1.71K ﹤0.01%
34
612
$1.67K ﹤0.01%
250
613
$1.62K ﹤0.01%
40
614
$1.59K ﹤0.01%
12
615
$1.59K ﹤0.01%
32
-16
616
$1.42K ﹤0.01%
75
617
$1.41K ﹤0.01%
100
618
$1.35K ﹤0.01%
500
619
$1.29K ﹤0.01%
75
620
$1.27K ﹤0.01%
7
621
$1.22K ﹤0.01%
15
622
$1.21K ﹤0.01%
10
-92
623
$1.17K ﹤0.01%
+36
624
$1.09K ﹤0.01%
200
625
$1.01K ﹤0.01%
16
23 24
25
26 27