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
$310M
AUM Growth
+$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1 +$4.41M
2 +$2.67M
3 +$1.71M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.32M
5
AAPL icon
Apple
AAPL
+$1.19M

Top Sells

1 +$3.44M
2 +$3.21M
3 +$2.25M
4
ITC
ITC HOLDINGS CORP
ITC
+$1.68M
5
AWK icon
American Water Works
AWK
+$1.51M

Sector Composition

1 Healthcare 27.77%
2 Industrials 11.82%
3 Consumer Staples 11.35%
4 Technology 10.49%
5 Energy 7.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$242K 0.08%
9,951
-399
127
$242K 0.08%
5,702
128
$237K 0.08%
6,250
129
$229K 0.07%
5,673
-21
130
$227K 0.07%
+9,800
131
$226K 0.07%
2,980
132
$223K 0.07%
4,200
+400
133
$214K 0.07%
7,178
+200
134
$211K 0.07%
+6,533
135
$209K 0.07%
5,528
136
$201K 0.06%
+5,560
137
$138K 0.04%
+11,000
138
-2,931
139
-26,892
140
-1,500
141
-488
142
-5
143
-5,475