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
$348M
AUM Growth
+$15.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
188
New
Increased
Reduced
Closed

Top Buys

1
+$5.65M
2
+$4.46M
3
+$2.84M
4
NEE icon
NextEra Energy
NEE
+$2.17M
5
CSCO icon
Cisco
CSCO
+$1.39M

Top Sells

1
+$2.63M
2
+$2.38M
3
+$1.38M
4
JNJ icon
Johnson & Johnson
JNJ
+$1.3M
5
AAPL icon
Apple
AAPL
+$1.07M

Sector Composition

1 Healthcare 22.37%
2 Technology 11.93%
3 Industrials 11.44%
4 Consumer Staples 11.13%
5 Financials 9.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$417K 0.12%
8,942
127
$407K 0.12%
2,933
-100
128
$385K 0.11%
4,967
129
$369K 0.11%
1,525
-613
130
$353K 0.1%
6,654
+108
131
$343K 0.1%
6,200
-500
132
$341K 0.1%
5,268
-438
133
$327K 0.09%
14,645
-1,156
134
$322K 0.09%
9,163
-684
135
$321K 0.09%
6,173
+200
136
$320K 0.09%
2,980
137
$320K 0.09%
4,280
-413
138
$314K 0.09%
2,650
139
$307K 0.09%
7,141
-500
140
$277K 0.08%
1,611
141
$269K 0.08%
6,500
142
$266K 0.08%
10,551
143
$259K 0.07%
+3,000
144
$249K 0.07%
1,930
-200
145
$248K 0.07%
+12,000
146
$242K 0.07%
24,000
-5,000
147
$228K 0.07%
+30,000
148
$225K 0.06%
+4,147
149
$223K 0.06%
1,770
150
$222K 0.06%
+1,937
4 5
6
7 8