PGAM
Princeton Global Asset Management Portfolio holdings
AUM
$551M
1-Year Return
25.25%
This Quarter Return
-13.48%
1 Year Return
+25.25%
3 Year Return
+82.35%
5 Year Return
+152.17%
10 Year Return
–
AUM
$113M
AUM Growth
–
Cap. Flow
+$113M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
29.02%
Holding
206
New
206
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Berkshire Hathaway Class B
BRK.B
|
$4.77M |
| 2 |
Microsoft
MSFT
|
$4.53M |
| 3 |
TSMC
TSM
|
$3.34M |
| 4 |
Vertex Pharmaceuticals
VRTX
|
$3.28M |
| 5 |
Broadcom
AVGO
|
$3.22M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 22.53% |
| 2 | Technology | 17.41% |
| 3 | Healthcare | 14.96% |
| 4 | Industrials | 8.66% |
| 5 | Energy | 7.42% |
