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
$375M
AUM Growth
+$53.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1 +$6.74M
2 +$3.38M
3 +$3.07M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$2.12M
5
EQIX icon
Equinix
EQIX
+$1.92M

Top Sells

1 +$3M
2 +$2.57M
3 +$1.6M
4
ABBV icon
AbbVie
ABBV
+$1.44M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.18M

Sector Composition

1 Healthcare 18.83%
2 Technology 16.47%
3 Industrials 12.4%
4 Consumer Staples 10.77%
5 Financials 9.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$5.1M 1.36%
50,185
+2,325
27
$4.68M 1.25%
96,844
-3,072
28
$4.56M 1.22%
26,010
+7,120
29
$4.48M 1.2%
42,235
+585
30
$4.21M 1.12%
89,819
+2,650
31
$4.2M 1.12%
26,275
+21,175
32
$4.13M 1.1%
19,639
-686
33
$4.09M 1.09%
50,630
-2,675
34
$3.78M 1.01%
61,180
-1,100
35
$3.76M 1%
63,526
-2,175
36
$3.57M 0.95%
28,967
-300
37
$3.41M 0.91%
31,230
-950
38
$3.4M 0.91%
68,152
-31,984
39
$3.22M 0.86%
209,411
+79,950
40
$3.18M 0.85%
121,735
+13,480
41
$2.9M 0.77%
48,268
-10,554
42
$2.52M 0.67%
15,825
-4,884
43
$2.48M 0.66%
61,622
-7,674
44
$2.44M 0.65%
18,127
+26
45
$2.38M 0.64%
55,991
46
$2.33M 0.62%
54,490
+400
47
$2.26M 0.6%
12,427
+5,802
48
$2.21M 0.59%
49,755
+16,325
49
$2.17M 0.58%
74,623
-233
50
$2.14M 0.57%
11,437
-200