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
126
$224K 0.08%
+1,384
127
$224K 0.08%
488
+9
128
$211K 0.07%
10,350
-1,350
129
$203K 0.07%
+2,980
130
$188K 0.07%
13,543
-7,175
131
$167K 0.06%
2,681
+431
132
$117K 0.04%
+12,200
133
$7K ﹤0.01%
5
134
$2K ﹤0.01%
12
135
-27,617
136
-11,600
137
-5,035
138
-3,170
139
-17,271
140
-6,451
141
-20,670