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
101
$653K 0.16%
8,841
-200
102
$634K 0.16%
5,765
103
$605K 0.15%
15,300
104
$583K 0.15%
5,142
+193
105
$578K 0.14%
5,170
106
$570K 0.14%
2,742
-700
107
$547K 0.14%
22,105
-1,301
108
$540K 0.14%
3,217
-130
109
$537K 0.13%
8,694
110
$528K 0.13%
10,470
-1,760
111
$515K 0.13%
14,684
-469
112
$485K 0.12%
22,813
-500
113
$477K 0.12%
13,475
+4,250
114
$430K 0.11%
9,650
115
$425K 0.11%
2,634
116
$422K 0.11%
3,090
117
$391K 0.1%
120,200
+10,000
118
$379K 0.09%
4,997
119
$364K 0.09%
3,625
120
$353K 0.09%
6,700
121
$351K 0.09%
10,265
-16,853
122
$348K 0.09%
6,600
-600
123
$327K 0.08%
1,930
124
$324K 0.08%
6,500
125
$298K 0.07%
2,485
-100