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
$348M
AUM Growth
+$15.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
188
New
Increased
Reduced
Closed

Top Buys

1
+$5.65M
2
+$4.46M
3
+$2.84M
4
NEE icon
NextEra Energy
NEE
+$2.17M
5
CSCO icon
Cisco
CSCO
+$1.39M

Top Sells

1
+$2.63M
2
+$2.38M
3
+$1.38M
4
JNJ icon
Johnson & Johnson
JNJ
+$1.3M
5
AAPL icon
Apple
AAPL
+$1.07M

Sector Composition

1 Healthcare 22.37%
2 Technology 11.93%
3 Industrials 11.44%
4 Consumer Staples 11.13%
5 Financials 9.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.19M 0.34%
81,030
+2,894
77
$1.18M 0.34%
31,694
+2,044
78
$1.15M 0.33%
8,004
-200
79
$1.11M 0.32%
19,019
+2,090
80
$1.1M 0.31%
39,325
+1,650
81
$1.07M 0.31%
13,284
-599
82
$1.06M 0.3%
16,565
-417
83
$1.02M 0.29%
14,371
84
$957K 0.27%
28,061
+786
85
$946K 0.27%
5,860
+750
86
$943K 0.27%
19,677
-2,000
87
$934K 0.27%
19,219
-335
88
$868K 0.25%
11,323
+1
89
$859K 0.25%
11,537
+11
90
$858K 0.25%
25,176
91
$857K 0.25%
10,254
+1
92
$856K 0.24%
15,100
+7,100
93
$827K 0.24%
10,965
-40
94
$793K 0.23%
77,791
+14,140
95
$779K 0.22%
28,773
+3,000
96
$775K 0.22%
18,145
+7,072
97
$773K 0.22%
10,050
-600
98
$769K 0.22%
7,038
-3,962
99
$752K 0.22%
14,500
-100
100
$728K 0.21%
23,687
-1,542
2 3
4
5 6