PPSG

Princeton Portfolio Strategies Group Portfolio holdings

AUM $517M
1-Year Est. Return 37.7%
This Quarter Est. Return
1 Year Est. Return
+37.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$348M
AUM Growth
+$15.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
188
New
Increased
Reduced
Closed

Top Buys

1 +$5.65M
2 +$4.46M
3 +$2.84M
4
NEE icon
NextEra Energy
NEE
+$2.17M
5
CSCO icon
Cisco
CSCO
+$1.39M

Top Sells

1 +$2.63M
2 +$2.38M
3 +$1.38M
4
JNJ icon
Johnson & Johnson
JNJ
+$1.3M
5
AAPL icon
Apple
AAPL
+$1.07M

Sector Composition

1 Healthcare 22.37%
2 Technology 11.93%
3 Industrials 11.44%
4 Consumer Staples 11.13%
5 Financials 9.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$4.58M 1.31%
106,031
-556
27
$4.5M 1.29%
72,188
-900
28
$4.24M 1.21%
45,236
-180
29
$4.2M 1.2%
90,420
+480
30
$4.05M 1.16%
44,304
+175
31
$3.92M 1.12%
87,409
-3,773
32
$3.59M 1.03%
42,655
-2,425
33
$3.55M 1.01%
24,302
-375
34
$3.54M 1.01%
63,868
+7,191
35
$3.46M 0.99%
77,476
-5,797
36
$3.25M 0.93%
31,137
-629
37
$3.15M 0.9%
9,951
-122
38
$3.09M 0.88%
98,745
+44,431
39
$2.98M 0.85%
22,927
-265
40
$2.89M 0.83%
58,982
+7,051
41
$2.84M 0.81%
+51,925
42
$2.78M 0.8%
18,921
43
$2.78M 0.79%
157,833
+75
44
$2.71M 0.77%
20,426
-600
45
$2.6M 0.74%
46,627
-240
46
$2.6M 0.74%
29,806
-280
47
$2.5M 0.72%
19,604
-511
48
$2.49M 0.71%
30,987
-5,520
49
$2.49M 0.71%
87,291
-110
50
$2.44M 0.7%
56,744
-2,130