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
$113M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
206
New
Increased
Reduced
Closed

Top Buys

1
+$4.77M
2
+$4.53M
3
+$3.34M
4
VRTX icon
Vertex Pharmaceuticals
VRTX
+$3.28M
5
AVGO icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$27K 0.02%
+292
177
$26K 0.02%
+689
178
$26K 0.02%
+1,209
179
$26K 0.02%
+357
180
$26K 0.02%
+1,200
181
$25K 0.02%
+608
182
$25K 0.02%
+10,000
183
$24K 0.02%
+793
184
$23K 0.02%
+1,642
185
$22K 0.02%
+503
186
$21K 0.02%
+156
187
$21K 0.02%
+2,076
188
$20K 0.02%
+953
189
$20K 0.02%
+535
190
$20K 0.02%
+500
191
$18K 0.02%
+322
192
$18K 0.02%
+740
193
$17K 0.02%
+855
194
$17K 0.02%
+98
195
$17K 0.02%
+1,000
196
$16K 0.01%
+60
197
$16K 0.01%
+639
198
$15K 0.01%
+806
199
$15K 0.01%
+280
200
$13K 0.01%
+200
5 6 7
8
9