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
51
$2.19M 0.55%
28,652
-540
52
$2.1M 0.52%
61,527
53
$2.08M 0.52%
72,923
54
$2M 0.5%
11,137
-200
55
$1.97M 0.49%
47,105
-7,480
56
$1.95M 0.49%
10,343
+1,647
57
$1.85M 0.46%
49,085
-1,320
58
$1.79M 0.45%
67,240
-800
59
$1.75M 0.44%
33,942
-800
60
$1.75M 0.44%
72,640
+2,050
61
$1.74M 0.43%
+26,634
62
$1.59M 0.4%
23,817
+2,150
63
$1.57M 0.39%
5,753
+255
64
$1.49M 0.37%
17,339
65
$1.47M 0.37%
50,530
66
$1.47M 0.37%
6,350
-225
67
$1.46M 0.36%
28,749
68
$1.46M 0.36%
26,350
69
$1.46M 0.36%
9,019
-100
70
$1.39M 0.35%
12,352
-169
71
$1.39M 0.35%
3,640
-200
72
$1.37M 0.34%
10,739
-4,796
73
$1.36M 0.34%
16,315
-525
74
$1.34M 0.33%
17,652
+3,021
75
$1.3M 0.33%
45,625
+1,859