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
$321M
AUM Growth
-$63.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$3M
2
+$1.83M
3
+$1.51M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.18M
5
MSFT icon
Microsoft
MSFT
+$970K

Top Sells

1
+$3.37M
2
+$2.5M
3
+$2.16M
4
JPM icon
JPMorgan Chase
JPM
+$1.23M
5
SLB icon
SLB Ltd
SLB
+$1.17M

Sector Composition

1 Healthcare 21.64%
2 Technology 15.9%
3 Industrials 11.12%
4 Financials 9.88%
5 Consumer Staples 9.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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154
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157
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158
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159
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-20,961
160
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