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
126
$177K 0.07%
479
127
$151K 0.06%
2,250
+77
128
$8K ﹤0.01%
5
129
$3K ﹤0.01%
+12
130
-5,013
131
-4,000
132
-4,700
133
-18,418
134
-6,860
135
-7,741
136
-22,088
137
-7,763
138
-1,140
139
-7,157
140
-4,089
141
-20,000
142
-1,450
143
-11,958
144
-3,725