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
$282M
AUM Growth
+$35.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$2.16M
2
+$1.93M
3
+$1.51M
4
HAIN icon
Hain Celestial
HAIN
+$1.48M
5
MET icon
MetLife
MET
+$1.39M

Top Sells

1
+$4.34M
2
+$1.04M
3
+$557K
4
RTX icon
RTX Corp
RTX
+$389K
5
SJNK icon
SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$313K

Sector Composition

1 Healthcare 29.8%
2 Industrials 11.81%
3 Consumer Staples 11.38%
4 Technology 7.98%
5 Financials 7.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$462K 0.16%
12,954
+1,010
102
$431K 0.15%
8,709
+1,547
103
$409K 0.15%
8,705
+65
104
$393K 0.14%
16,434
-189
105
$364K 0.13%
7,036
+190
106
$362K 0.13%
2,744
+293
107
$341K 0.12%
14,800
+2,500
108
$338K 0.12%
2,555
+85
109
$329K 0.12%
4,935
+1,525
110
$329K 0.12%
3,251
+125
111
$324K 0.11%
+5,391
112
$318K 0.11%
+3,610
113
$310K 0.11%
6,716
114
$307K 0.11%
3,301
+200
115
$299K 0.11%
9,268
+955
116
$296K 0.11%
+5,175
117
$280K 0.1%
1,727
118
$280K 0.1%
+6,572
119
$271K 0.1%
2,150
-200
120
$267K 0.09%
14,600
+2,475
121
$262K 0.09%
5,500
+1,000
122
$259K 0.09%
30,790
+300
123
$249K 0.09%
+7,875
124
$244K 0.09%
6,664
-200
125
$239K 0.08%
4,925
+350
2 3 4
5
6