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
$294M
AUM Growth
+$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1 +$5.95M
2 +$3.44M
3 +$2.41M
4
TMX
Terminix Global Holdings, Inc.
TMX
+$1.99M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.71M

Top Sells

1 +$2.55M
2 +$1.77M
3 +$788K
4
MET icon
MetLife
MET
+$765K
5
CHKP icon
Check Point Software Technologies
CHKP
+$661K

Sector Composition

1 Healthcare 28.43%
2 Industrials 12.11%
3 Consumer Staples 11.07%
4 Technology 10.91%
5 Energy 6.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$236K 0.08%
10,350
127
$231K 0.08%
5,694
-878
128
$228K 0.08%
2,980
129
$218K 0.07%
+4,425
130
$216K 0.07%
+6,978
131
$210K 0.07%
+5,528
132
$201K 0.07%
488
133
$200K 0.07%
+3,800
134
$7K ﹤0.01%
5
135
-1,727
136
-7,036
137
-4,935
138
-1,384
139
-13,543
140
-12,200
141
-2,150
142
-4,925
143
-14,800
144
-6,716
145
-32,177
146
-10,453
147
-19,195
148
-12