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
176
$178K 0.04%
2,113
+543
177
$176K 0.04%
1,650
+400
178
$174K 0.04%
+1,687
179
$172K 0.04%
1,614
+1,319
180
$171K 0.04%
+1,551
181
$171K 0.04%
630
182
$170K 0.04%
102,170
183
$165K 0.04%
2,325
184
$165K 0.04%
3,763
+3,286
185
$162K 0.04%
1,631
186
$161K 0.04%
775
187
$158K 0.03%
800
188
$155K 0.03%
6,125
189
$155K 0.03%
3,700
190
$155K 0.03%
1,545
191
$153K 0.03%
6,389
+35
192
$150K 0.03%
500
193
$150K 0.03%
3,000
-600
194
$141K 0.03%
697
+407
195
$141K 0.03%
5,927
+2,309
196
$138K 0.03%
1,914
197
$135K 0.03%
+3,943
198
$133K 0.03%
14,076
199
$129K 0.03%
4,614
+271
200
$125K 0.03%
4,910
-473
6 7
8
9 10