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
$247K
AUM Growth
-$175M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
526
New
Increased
Reduced
Closed

Top Buys

1
+$5.67K
2
+$4.2K
3
+$2.06K
4
MSFT icon
Microsoft
MSFT
+$2.06K
5
JPM icon
JPMorgan Chase
JPM
+$1.6K

Top Sells

1
+$892K
2
+$741K
3
+$602K
4
EMMF icon
WisdomTree Emerging Markets Multifactor Fund
EMMF
+$230K
5
ACSI icon
American Customer Satisfaction ETF
ACSI
+$126K

Sector Composition

1 Financials 18.09%
2 Technology 17.48%
3 Healthcare 13.22%
4 Consumer Discretionary 8.06%
5 Communication Services 6.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$79 0.03%
+439
202
$78 0.03%
+1,036
203
$78 0.03%
+841
204
$77 0.03%
500
205
$75 0.03%
2,417
206
$74 0.03%
733
+505
207
$73 0.03%
247
+115
208
$73 0.03%
3,342
-1,221
209
$71 0.03%
1,155
+49
210
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+218
211
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1,208
212
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887
213
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214
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215
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216
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217
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218
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2,220
219
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220
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221
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222
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800
223
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224
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225
$57 0.02%
1,041
-150
7 8
9
10 11