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
$146M
AUM Growth
+$32.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
361
New
Increased
Reduced
Closed

Top Buys

1
+$2.83M
2
+$1.36M
3
+$1.23M
4
ACN icon
Accenture
ACN
+$944K
5
MDT icon
Medtronic
MDT
+$887K

Top Sells

1
+$1.32M
2
+$432K
3
+$346K
4
ETN icon
Eaton
ETN
+$306K
5
CWH icon
Camping World
CWH
+$100K

Sector Composition

1 Financials 20.04%
2 Technology 17.47%
3 Healthcare 13.71%
4 Industrials 8.26%
5 Energy 6.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$872K 0.6%
47,799
+35,817
52
$797K 0.55%
19,949
+1,589
53
$764K 0.52%
11,554
+753
54
$753K 0.52%
7,585
+639
55
$737K 0.5%
+6,950
56
$737K 0.5%
2,735
+40
57
$728K 0.5%
7,027
+579
58
$717K 0.49%
14,364
+668
59
$688K 0.47%
4,310
60
$682K 0.47%
3,555
+789
61
$681K 0.47%
11,500
+649
62
$679K 0.47%
12,645
+1,450
63
$648K 0.44%
3,675
+270
64
$619K 0.42%
7,687
+446
65
$613K 0.42%
3,371
+141
66
$607K 0.42%
7,692
+347
67
$590K 0.4%
11,187
+1,312
68
$587K 0.4%
3,091
+363
69
$586K 0.4%
+16,050
70
$570K 0.39%
4,649
+4
71
$567K 0.39%
5,353
+1
72
$566K 0.39%
24,000
73
$561K 0.38%
3,920
+324
74
$560K 0.38%
14,850
+3,840
75
$550K 0.38%
3,169
1 2
3
4 5