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
601
$1.68K ﹤0.01%
24
602
$1.58K ﹤0.01%
32
603
$1.53K ﹤0.01%
1,100
604
$1.48K ﹤0.01%
14
605
$1.36K ﹤0.01%
40
606
$1.36K ﹤0.01%
12
607
$1.34K ﹤0.01%
16
608
$1.33K ﹤0.01%
1,000
-1,150
609
$1.33K ﹤0.01%
7
610
$1.32K ﹤0.01%
36
611
$1.19K ﹤0.01%
15
-525
612
$1.19K ﹤0.01%
10
613
$1.17K ﹤0.01%
228
-721
614
$1.12K ﹤0.01%
200
615
$1.09K ﹤0.01%
250
616
$1.09K ﹤0.01%
55
-20
617
$1.06K ﹤0.01%
+5
618
$1.04K ﹤0.01%
15
619
$962 ﹤0.01%
+100
620
$951 ﹤0.01%
50
-301
621
$931 ﹤0.01%
7
-6
622
$922 ﹤0.01%
25
623
$881 ﹤0.01%
53
624
$868 ﹤0.01%
50
625
$818 ﹤0.01%
81
23 24
25
26 27