PGAM
Princeton Global Asset Management Portfolio holdings
AUM
$551M
1-Year Return
25.25%
This Quarter Return
+11.72%
1 Year Return
+25.25%
3 Year Return
+82.35%
5 Year Return
+152.17%
10 Year Return
–
AUM
$146M
AUM Growth
+$32.6M
(+29%)
Cap. Flow
+$20.7M
Cap. Flow
% of AUM
14.17%
Top 10 Holdings %
Top 10 Hldgs %
25.61%
Holding
361
New
154
Increased
102
Reduced
24
Closed
2
Top Buys
| 1 |
First Trust Dow Jones Internet Index Fund ETF
FDN
|
$2.83M |
| 2 |
Nutrien
NTR
|
$1.36M |
| 3 |
Thermo Fisher Scientific
TMO
|
$1.23M |
| 4 |
Accenture
ACN
|
$944K |
| 5 |
Medtronic
MDT
|
$887K |
Top Sells
| 1 |
Vertex Pharmaceuticals
VRTX
|
$1.32M |
| 2 |
DNKN
Dunkin' Brands Group, Inc.
DNKN
|
$432K |
| 3 |
LyondellBasell Industries
LYB
|
$346K |
| 4 |
Eaton
ETN
|
$306K |
| 5 |
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% |
