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
151
$221K 0.06%
3,396
+3
152
$218K 0.06%
19,690
-4,000
153
$214K 0.06%
5,164
-615
154
$212K 0.06%
5,483
-45
155
$209K 0.06%
+6,550
156
$207K 0.06%
+4,549
157
$203K 0.06%
1,025
-100
158
$203K 0.06%
3,500
159
$200K 0.06%
+5,160
160
$149K 0.04%
30,248
161
$122K 0.03%
20
162
$32K 0.01%
3,297
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163
$1K ﹤0.01%
10,000
-25,047
164
– –
-10,000
165
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166
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-8,518
167
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0
168
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169
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170
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171
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172
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173
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174
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175
– –
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4 5 6
7
8