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
$400M
AUM Growth
+$5.68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1 +$1.74M
2 +$943K
3 +$898K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$823K
5
BDX icon
Becton Dickinson
BDX
+$565K

Sector Composition

1 Healthcare 18.23%
2 Technology 16.66%
3 Industrials 12.42%
4 Consumer Staples 11.84%
5 Financials 9.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$5.55M 1.39%
26,760
-100
27
$5.53M 1.38%
94,884
-2,228
28
$5.17M 1.29%
40,035
-775
29
$4.91M 1.23%
90,115
+500
30
$4.8M 1.2%
43,875
-260
31
$4.73M 1.18%
19,299
-50
32
$4.05M 1.01%
65,355
33
$3.72M 0.93%
36,610
+279
34
$3.72M 0.93%
67,197
-1,750
35
$3.7M 0.92%
61,260
-1,736
36
$3.58M 0.89%
30,250
-630
37
$3.29M 0.82%
27,784
-1,113
38
$3.18M 0.8%
45,017
-450
39
$3.09M 0.77%
48,616
-1,941
40
$2.96M 0.74%
9,986
+2,774
41
$2.84M 0.71%
23,728
+7,885
42
$2.78M 0.69%
58,876
+1,155
43
$2.74M 0.69%
21,038
-600
44
$2.68M 0.67%
10,868
+2,289
45
$2.61M 0.65%
15,425
-275
46
$2.57M 0.64%
13,077
-145
47
$2.34M 0.58%
16,820
-104
48
$2.25M 0.56%
18,131
-700
49
$2.25M 0.56%
16,081
-31
50
$2.19M 0.55%
167,461
-10,550