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
$364M
AUM Growth
+$15.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1
+$6.76M
2
+$2.61M
3
+$2.35M
4
DD icon
DuPont de Nemours
DD
+$1.21M
5
BHF icon
Brighthouse Financial
BHF
+$1.02M

Top Sells

1
+$3.17M
2
+$1.07M
3
+$676K
4
ADP icon
Automatic Data Processing
ADP
+$654K
5
ABBV icon
AbbVie
ABBV
+$465K

Sector Composition

1 Healthcare 23.87%
2 Technology 11.99%
3 Industrials 11.62%
4 Consumer Staples 10.43%
5 Financials 9.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.27M 0.34%
44,568
+500
77
$1.27M 0.34%
11,584
-5,983
78
$1.21M 0.33%
+8,648
79
$1.21M 0.33%
19,073
-341
80
$1.18M 0.32%
8,004
81
$1.16M 0.31%
16,271
+1,900
82
$1.12M 0.3%
25,768
+14,662
83
$1.09M 0.3%
5,860
84
$1.09M 0.3%
20,469
+1,250
85
$1.09M 0.29%
38,825
-500
86
$1.09M 0.29%
19,150
+4,050
87
$1.07M 0.29%
33,162
+5,101
88
$1.06M 0.29%
16,049
-516
89
$1.06M 0.29%
19,744
+725
90
$1.02M 0.28%
+16,805
91
$985K 0.27%
6,025
+2,700
92
$980K 0.27%
19,677
93
$963K 0.26%
6,620
+1,761
94
$957K 0.26%
36,701
+7,928
95
$931K 0.25%
27,476
+2,300
96
$927K 0.25%
20,145
+2,000
97
$926K 0.25%
10,325
+275
98
$906K 0.25%
85,480
+4,450
99
$884K 0.24%
12,345
-5,485
100
$883K 0.24%
10,965
2 3
4
5 6