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
$282M
AUM Growth
+$35.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$2.16M
2
+$1.93M
3
+$1.51M
4
HAIN icon
Hain Celestial
HAIN
+$1.48M
5
MET icon
MetLife
MET
+$1.39M

Top Sells

1
+$4.34M
2
+$1.04M
3
+$557K
4
RTX icon
RTX Corp
RTX
+$389K
5
SJNK icon
SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$313K

Sector Composition

1 Healthcare 29.8%
2 Industrials 11.81%
3 Consumer Staples 11.38%
4 Technology 7.98%
5 Financials 7.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$827K 0.29%
10,658
+2,970
77
$826K 0.29%
12,212
78
$826K 0.29%
18,767
-983
79
$797K 0.28%
9,456
-2,906
80
$792K 0.28%
13,604
81
$791K 0.28%
14,530
82
$734K 0.26%
+27,025
83
$732K 0.26%
43,498
+26,800
84
$721K 0.26%
10,099
-183
85
$718K 0.25%
15,065
+2,920
86
$687K 0.24%
19,938
+4,400
87
$686K 0.24%
13,602
+480
88
$680K 0.24%
6,469
+3,120
89
$627K 0.22%
14,780
+300
90
$627K 0.22%
32,177
+4,390
91
$597K 0.21%
10,350
92
$596K 0.21%
10,453
-3,350
93
$591K 0.21%
10,783
94
$578K 0.21%
+6,470
95
$563K 0.2%
21,393
-2,413
96
$530K 0.19%
6,100
-10
97
$504K 0.18%
13,038
+196
98
$493K 0.17%
14,495
+1,390
99
$482K 0.17%
10,299
+350
100
$478K 0.17%
5,520
+120
2 3
4
5 6