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
51
$2.12M 0.57%
+19,844
52
$2.11M 0.56%
43,720
-4,145
53
$2.01M 0.54%
16,397
-313
54
$2M 0.53%
19,251
-100
55
$1.89M 0.5%
69,970
-17,275
56
$1.87M 0.5%
34,867
-275
57
$1.85M 0.5%
32,517
+4,041
58
$1.85M 0.49%
42,410
+9,639
59
$1.68M 0.45%
15,639
+1,514
60
$1.64M 0.44%
+31,790
61
$1.58M 0.42%
55,150
+209
62
$1.53M 0.41%
5,382
63
$1.52M 0.41%
22,227
-645
64
$1.51M 0.4%
3,970
-100
65
$1.46M 0.39%
9,119
66
$1.43M 0.38%
5,498
+1,995
67
$1.42M 0.38%
25,446
+15,059
68
$1.41M 0.38%
17,339
-143
69
$1.4M 0.37%
50,608
70
$1.35M 0.36%
28,399
+1,722
71
$1.35M 0.36%
16,840
-360
72
$1.34M 0.36%
10,321
73
$1.29M 0.35%
25,994
-1,206
74
$1.29M 0.34%
26,773
75
$1.28M 0.34%
6,675