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
$282M
AUM Growth
+$35.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$2.16M
2
+$1.93M
3
+$1.51M
4
HAIN icon
Hain Celestial
HAIN
+$1.48M
5
MET icon
MetLife
MET
+$1.39M

Top Sells

1
+$4.34M
2
+$1.04M
3
+$557K
4
RTX icon
RTX Corp
RTX
+$389K
5
SJNK icon
SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$313K

Sector Composition

1 Healthcare 29.8%
2 Industrials 11.81%
3 Consumer Staples 11.38%
4 Technology 7.98%
5 Financials 7.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.93M 0.69%
+16,040
52
$1.88M 0.67%
19,770
+1,028
53
$1.67M 0.59%
21,662
+124
54
$1.61M 0.57%
62,784
+5,425
55
$1.6M 0.57%
33,430
+4,276
56
$1.48M 0.53%
+36,650
57
$1.44M 0.51%
14,577
+2,413
58
$1.36M 0.48%
9,414
+1,105
59
$1.25M 0.44%
12,976
+10
60
$1.17M 0.42%
21,590
+1,668
61
$1.12M 0.4%
41,244
+350
62
$1.1M 0.39%
12,482
-150
63
$1.09M 0.39%
12,857
+150
64
$1.05M 0.37%
8,376
+3,310
65
$1.03M 0.37%
15,530
-2,085
66
$1.03M 0.37%
75,000
+1,100
67
$1M 0.36%
54,446
-1,930
68
$974K 0.35%
19,485
+9,264
69
$949K 0.34%
20,321
-373
70
$919K 0.33%
20,470
+1,440
71
$852K 0.3%
98,550
-6,300
72
$844K 0.3%
32,983
+8,500
73
$835K 0.3%
12,675
74
$833K 0.3%
8,987
+147
75
$829K 0.29%
24,426
+300
1 2
3
4 5