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
$348M
AUM Growth
+$15.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
188
New
Increased
Reduced
Closed

Top Buys

1
+$5.65M
2
+$4.46M
3
+$2.84M
4
NEE icon
NextEra Energy
NEE
+$2.17M
5
CSCO icon
Cisco
CSCO
+$1.39M

Top Sells

1
+$2.63M
2
+$2.38M
3
+$1.38M
4
JNJ icon
Johnson & Johnson
JNJ
+$1.3M
5
AAPL icon
Apple
AAPL
+$1.07M

Sector Composition

1 Healthcare 22.37%
2 Technology 11.93%
3 Industrials 11.44%
4 Consumer Staples 11.13%
5 Financials 9.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$703K 0.2%
10,509
+601
102
$703K 0.2%
15,480
-1,340
103
$691K 0.2%
9,766
+41
104
$680K 0.19%
31,575
+1,296
105
$673K 0.19%
6,270
106
$669K 0.19%
4,859
+1,755
107
$646K 0.18%
16,226
108
$644K 0.18%
5,900
-200
109
$643K 0.18%
21,000
-1,050
110
$637K 0.18%
20,600
+4,100
111
$632K 0.18%
5,400
112
$630K 0.18%
6,560
+325
113
$607K 0.17%
+9,305
114
$593K 0.17%
33,007
+2,753
115
$568K 0.16%
5,347
+459
116
$521K 0.15%
3,079
-100
117
$521K 0.15%
+20,775
118
$510K 0.15%
3,325
-150
119
$456K 0.13%
3,783
+997
120
$456K 0.13%
2,352
+75
121
$453K 0.13%
+11,106
122
$451K 0.13%
9,410
-199
123
$438K 0.13%
+7,000
124
$436K 0.12%
14,405
125
$418K 0.12%
63,356
+26,456
3 4
5
6 7