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
$345M
AUM Growth
-$80M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Sells

1 +$3.83M
2 +$2.47M
3 +$2.2M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.73M
5
CAG icon
Conagra Brands
CAG
+$1.47M

Sector Composition

1 Healthcare 20.04%
2 Technology 16.74%
3 Industrials 12.25%
4 Consumer Staples 11.27%
5 Financials 8.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$1.82M 0.53%
18,085
-24,540
52
$1.76M 0.51%
32,617
-1,475
53
$1.76M 0.51%
31,555
-64
54
$1.7M 0.49%
55,542
-4,034
55
$1.65M 0.48%
43,572
-1,745
56
$1.62M 0.47%
96,283
+18,403
57
$1.61M 0.47%
15,206
58
$1.61M 0.47%
+16,645
59
$1.55M 0.45%
10,637
-500
60
$1.54M 0.45%
14,886
-10,368
61
$1.53M 0.45%
16,021
62
$1.53M 0.44%
20,027
+175
63
$1.48M 0.43%
49,819
-966
64
$1.47M 0.43%
11,904
+970
65
$1.28M 0.37%
9,774
-3,283
66
$1.27M 0.37%
37,843
-2,932
67
$1.26M 0.37%
16,020
-295
68
$1.18M 0.34%
12,805
-60
69
$1.18M 0.34%
14,485
+1,062
70
$1.14M 0.33%
+28,136
71
$1.11M 0.32%
23,300
-517
72
$1.09M 0.32%
209,183
+71,484
73
$1.07M 0.31%
50,530
74
$1.05M 0.31%
5,650
75
$1.05M 0.3%
74,188
-2,752