PGAM

Princeton Global Asset Management Portfolio holdings

AUM $618M
1-Year Est. Return 26.9%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$551M
AUM Growth
+$47.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
778
New
Increased
Reduced
Closed

Top Buys

1
+$8.34M
2
+$4.32M
3
+$2.54M
4
V icon
Visa
V
+$1.98M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$856K

Top Sells

1
+$6.61M
2
+$3.29M
3
+$2.86M
4
AXP icon
American Express
AXP
+$2.74M
5
OWL icon
Blue Owl Capital
OWL
+$1.43M

Sector Composition

1 Technology 26.12%
2 Financials 13.79%
3 Industrials 9.21%
4 Consumer Discretionary 5.2%
5 Healthcare 4.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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