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
$247K
AUM Growth
-$175M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
526
New
Increased
Reduced
Closed

Top Buys

1
+$5.67K
2
+$4.2K
3
+$2.06K
4
MSFT icon
Microsoft
MSFT
+$2.06K
5
JPM icon
JPMorgan Chase
JPM
+$1.6K

Top Sells

1
+$892K
2
+$741K
3
+$602K
4
EMMF icon
WisdomTree Emerging Markets Multifactor Fund
EMMF
+$230K
5
ACSI icon
American Customer Satisfaction ETF
ACSI
+$126K

Sector Composition

1 Financials 18.09%
2 Technology 17.48%
3 Healthcare 13.22%
4 Consumer Discretionary 8.06%
5 Communication Services 6.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.29K 0.52%
11,200
+750
52
$1.25K 0.51%
22,748
+6,021
53
$1.25K 0.51%
49,503
+16,434
54
$1.25K 0.5%
49,284
+17,122
55
$1.24K 0.5%
8,745
+3,308
56
$1.23K 0.5%
6,955
+1,125
57
$1.23K 0.5%
6,814
+2,087
58
$1.22K 0.49%
25,429
59
$1.22K 0.49%
12,842
+1,305
60
$1.2K 0.49%
19,926
+3,133
61
$1.16K 0.47%
18,075
+2,872
62
$1.15K 0.47%
13,012
+4,002
63
$1.15K 0.46%
44,853
+14,116
64
$1.09K 0.44%
4,126
+1,025
65
$1.07K 0.43%
53,430
+3,081
66
$1.04K 0.42%
40,463
+38,977
67
$1.01K 0.41%
5,110
+800
68
$942 0.38%
13,500
-2,929
69
$912 0.37%
15,245
+2,659
70
$911 0.37%
229,541
-3,016
71
$907 0.37%
+8,895
72
$888 0.36%
6,925
+1,062
73
$885 0.36%
8,008
+705
74
$873 0.35%
16,277
+188
75
$848 0.34%
3,610
+800
1 2
3
4 5