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
51
$2.41M 0.69%
28,641
-1,380
52
$2.38M 0.68%
61,275
-4,600
53
$2.38M 0.68%
74,520
+2,589
54
$2.09M 0.6%
16,738
-1,207
55
$1.95M 0.56%
35,215
+6,492
56
$1.92M 0.55%
26,813
57
$1.88M 0.54%
31,504
-498
58
$1.8M 0.51%
17,567
+192
59
$1.78M 0.51%
10,835
-14,446
60
$1.67M 0.48%
68,908
61
$1.55M 0.44%
20,144
+954
62
$1.52M 0.44%
12,494
63
$1.5M 0.43%
22,505
+40
64
$1.49M 0.42%
13,429
-1,420
65
$1.47M 0.42%
8,466
66
$1.47M 0.42%
17,860
+53
67
$1.47M 0.42%
12,516
-97
68
$1.46M 0.42%
10,009
-662
69
$1.45M 0.42%
7,353
-1,000
70
$1.43M 0.41%
9,490
-150
71
$1.36M 0.39%
17,830
-490
72
$1.33M 0.38%
24,637
+1,286
73
$1.31M 0.38%
38,947
-119
74
$1.27M 0.36%
44,068
+46
75
$1.24M 0.35%
19,414
-6,918
1 2
3
4 5