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
$457M
AUM Growth
+$38.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Sells

1 +$4.77M
2 +$4.13M
3 +$3.26M
4
AAPL icon
Apple
AAPL
+$2.74M
5
TXN icon
Texas Instruments
TXN
+$2.72M

Sector Composition

1 Healthcare 20.97%
2 Technology 18.41%
3 Industrials 12.24%
4 Consumer Staples 9.67%
5 Financials 7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$2.05M 0.45%
14,381
-19,060
52
$2.05M 0.45%
104,158
+16,080
53
$2.04M 0.45%
34,239
-3,980
54
$1.92M 0.42%
19,175
-8,800
55
$1.92M 0.42%
65,612
-31,822
56
$1.82M 0.4%
30,205
-1,350
57
$1.82M 0.4%
21,170
+7,575
58
$1.81M 0.4%
34,267
+20,959
59
$1.78M 0.39%
27,125
-50
60
$1.78M 0.39%
16,320
-100
61
$1.77M 0.39%
8,215
-4,590
62
$1.75M 0.38%
19,927
63
$1.73M 0.38%
23,961
-2,415
64
$1.72M 0.38%
33,200
-1,417
65
$1.64M 0.36%
14,893
-1,128
66
$1.61M 0.35%
7,102
-21,036
67
$1.59M 0.35%
34,819
-4,220
68
$1.57M 0.34%
5,650
69
$1.57M 0.34%
13,480
-1,286
70
$1.49M 0.33%
12,017
-33,288
71
$1.46M 0.32%
40,174
-1,334
72
$1.44M 0.32%
26,250
+17,950
73
$1.44M 0.31%
36,491
-14,695
74
$1.44M 0.31%
23,827
+837
75
$1.41M 0.31%
24,000
-2,175