PGAM
Princeton Global Asset Management Portfolio holdings
AUM
$551M
1-Year Return
25.25%
This Quarter Return
+1.86%
1 Year Return
+25.25%
3 Year Return
+82.35%
5 Year Return
+152.17%
10 Year Return
–
AUM
$175M
AUM Growth
+$8.86M
(+5.3%)
Cap. Flow
+$8.48M
Cap. Flow
% of AUM
4.84%
Top 10 Holdings %
Top 10 Hldgs %
25.96%
Holding
395
New
24
Increased
110
Reduced
60
Closed
48
Top Buys
Top Sells
| 1 |
Dow Inc
DOW
|
$703K |
| 2 |
Invesco QQQ Trust
QQQ
|
$574K |
| 3 |
Mitsubishi UFJ Financial
MUFG
|
$524K |
| 4 |
Spirit AeroSystems
SPR
|
$489K |
| 5 |
First Trust Dow Jones Internet Index Fund ETF
FDN
|
$383K |
Sector Composition
| 1 | Financials | 19.48% |
| 2 | Technology | 17.84% |
| 3 | Healthcare | 13.1% |
| 4 | Communication Services | 6.91% |
| 5 | Industrials | 6.16% |
