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
$400M
AUM Growth
+$5.68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1 +$1.74M
2 +$943K
3 +$898K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$823K
5
BDX icon
Becton Dickinson
BDX
+$565K

Sector Composition

1 Healthcare 18.23%
2 Technology 16.66%
3 Industrials 12.42%
4 Consumer Staples 11.84%
5 Financials 9.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$1.16M 0.29%
7,406
77
$1.16M 0.29%
25,913
-81
78
$1.16M 0.29%
13,350
-809
79
$1.08M 0.27%
14,518
-355
80
$1.02M 0.25%
21,360
+7,290
81
$1.01M 0.25%
5,075
-375
82
$990K 0.25%
5,400
83
$982K 0.25%
10,249
84
$949K 0.24%
17,240
85
$913K 0.23%
6,645
-120
86
$912K 0.23%
5,884
87
$905K 0.23%
51,510
-55,875
88
$900K 0.23%
4,159
-260
89
$869K 0.22%
12,181
90
$847K 0.21%
15,975
-300
91
$829K 0.21%
13,600
-1,100
92
$826K 0.21%
5,195
-200
93
$806K 0.2%
13,015
+7,585
94
$804K 0.2%
29,750
95
$786K 0.2%
11,380
-550
96
$729K 0.18%
4,032
-1,150
97
$725K 0.18%
9,635
98
$662K 0.17%
8,171
-100
99
$659K 0.16%
12,354
100
$654K 0.16%
17,215
-290