PPSG
Princeton Portfolio Strategies Group Portfolio holdings
AUM
$517M
1-Year Est. Return
37.7%
This Fund
S&P 500
1 Year Est. Return
+37.7%
AUM
$517M
AUM Growth
+$766K
(+0.15%)
Holding
157
Top Buys
| 1 | +$2.56M | |
| 2 | +$2.31M | |
| 3 | +$1.68M | |
| 4 |
PayPal
PYPL
|
+$1.42M |
| 5 |
State Street SPDR Bloomberg High Yield Bond ETF
JNK
|
+$1.02M |
Top Sells
| 1 | +$3.96M | |
| 2 | +$3.94M | |
| 3 | +$2.43M | |
| 4 |
Apple
AAPL
|
+$1.89M |
| 5 |
Chevron
CVX
|
+$1.55M |
Sector Composition
| 1 | Healthcare | 20.23% |
| 2 | Technology | 19.47% |
| 3 | Industrials | 10.65% |
| 4 | Financials | 8.97% |
| 5 | Consumer Staples | 8.55% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
Eastman Chemical
EMN
$8.02B
| – | – |
-6,085
|
|
||
152
Enbridge
ENB
$118B
| – | – |
-9,574
|
|
||
153
General Mills
GIS
$23.6B
| – | – |
-4,300
|
|
||
154
Kraft Heinz
KHC
$29B
| – | – |
-5,060
|
|
||
155
McKesson
MCK
$113B
| – | – |
-1,690
|
|
||
156
Otis Worldwide
OTIS
$34.7B
| – | – |
-3,270
|
|
||
157
Philip Morris
PM
$265B
| – | – |
-4,372
|
|