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
$246M
AUM Growth
-$37.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$557K
2
+$533K
3
+$436K
4
VZ icon
Verizon
VZ
+$432K
5
AXP icon
American Express
AXP
+$424K

Top Sells

1
+$3.11M
2
+$1.87M
3
+$1.81M
4
CWEN.A icon
Clearway Energy Class A
CWEN.A
+$753K
5
DD
Du Pont De Nemours E I
DD
+$740K

Sector Composition

1 Healthcare 30.85%
2 Industrials 11.24%
3 Consumer Staples 9.86%
4 Technology 8.15%
5 Energy 7.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$342K 0.14%
3,349
+72
102
$340K 0.14%
+6,846
103
$331K 0.13%
7,162
+1,033
104
$320K 0.13%
2,451
+125
105
$313K 0.13%
11,600
-18,650
106
$307K 0.12%
3,126
107
$306K 0.12%
6,451
-1,212
108
$304K 0.12%
12,300
109
$297K 0.12%
+6,716
110
$292K 0.12%
3,101
111
$285K 0.12%
6,864
-700
112
$285K 0.12%
+2,470
113
$276K 0.11%
4,575
-193
114
$264K 0.11%
8,313
+1,856
115
$260K 0.11%
16,698
+1,850
116
$253K 0.1%
11,700
+1,350
117
$245K 0.1%
2,350
118
$239K 0.1%
1,727
+20
119
$231K 0.09%
20,718
-67,575
120
$216K 0.09%
+3,410
121
$208K 0.08%
+12,125
122
$208K 0.08%
4,500
+250
123
$205K 0.08%
5,035
+200
124
$188K 0.08%
30,490
+1,300
125
$180K 0.07%
20,670
-200
2 3 4
5
6