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
$453M
AUM Growth
+$32.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
700
New
Increased
Reduced
Closed

Top Buys

1
+$4.18M
2
+$2.97M
3
+$1.73M
4
MSFT icon
Microsoft
MSFT
+$1.58M
5
AVGO icon
Broadcom
AVGO
+$1.38M

Top Sells

1
+$3.31M
2
+$2.1M
3
+$591K
4
UNP icon
Union Pacific
UNP
+$384K
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$219K

Sector Composition

1 Technology 25.18%
2 Healthcare 12.19%
3 Financials 12.05%
4 Industrials 11.14%
5 Materials 4.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.15M 0.25%
11,534
+13
77
$1.14M 0.25%
3,039
+160
78
$1.02M 0.23%
24,587
79
$1.01M 0.22%
13,710
80
$1M 0.22%
4,468
+412
81
$1M 0.22%
3,040
+299
82
$994K 0.22%
40,125
83
$953K 0.21%
5,498
+155
84
$921K 0.2%
12,944
+227
85
$907K 0.2%
4,663
+344
86
$902K 0.2%
25,743
+221
87
$863K 0.19%
1,907
-50
88
$857K 0.19%
2,593
+130
89
$809K 0.18%
31,164
+828
90
$802K 0.18%
3,915
-52
91
$798K 0.18%
16,948
+54
92
$782K 0.17%
920
+77
93
$770K 0.17%
15,263
+104
94
$765K 0.17%
20,633
-683
95
$733K 0.16%
4,919
+136
96
$732K 0.16%
2,836
-93
97
$716K 0.16%
5,278
+319
98
$712K 0.16%
2,662
+2,619
99
$702K 0.16%
18,079
+890
100
$589K 0.13%
6,800
-15
2 3
4
5 6