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
1
$14.7K 5.96%
6,749
+2,593
2
$10.8K 4.37%
68,484
+13,085
3
$6.93K 2.8%
119,355
+15,937
4
$6.86K 2.77%
49,232
+11,511
5
$6.41K 2.59%
114,563
+14,273
6
$6.04K 2.44%
26,649
+2,270
7
$5.64K 2.28%
19,188
+3,195
8
$5.42K 2.19%
37,506
+6,460
9
$5.29K 2.14%
167,250
+24,480
10
$4.78K 1.93%
25,417
+2,411
11
$4.43K 1.79%
13,776
+13,047
12
$4.16K 1.68%
56,724
+2,516
13
$4.11K 1.66%
102,074
+8,176
14
$3.89K 1.57%
58,040
+8,900
15
$3.66K 1.48%
25,086
+3,671
16
$3.46K 1.4%
10,649
+802
17
$3.25K 1.31%
92,327
+12,451
18
$3.18K 1.29%
14,545
+1,150
19
$2.91K 1.18%
18,703
+1,430
20
$2.87K 1.16%
211,280
+18,745
21
$2.81K 1.14%
85,704
+11,782
22
$2.77K 1.12%
13,134
+2,163
23
$2.76K 1.11%
29,255
+2,163
24
$2.56K 1.04%
32,340
25
$2.53K 1.02%
52,704
+12,231
1
2 3 4 5