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
$122M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1 +$5.27M
2 +$4.74M
3 +$4.62M
4
XOM icon
Exxon Mobil
XOM
+$4.36M
5
CVX icon
Chevron
CVX
+$4.16M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 21.43%
2 Industrials 19.24%
3 Energy 11.29%
4 Technology 11.11%
5 Materials 8.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$169K 0.14%
+1,854
102
$147K 0.12%
+15
103
$147K 0.12%
+12,190
104
$112K 0.09%
+2,500
105
$85K 0.07%
+17,000