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
$394M
AUM Growth
+$19.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1 +$2.06M
2 +$1.8M
3 +$1.38M
4
BE icon
Bloom Energy
BE
+$1.35M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.2M

Top Sells

1 +$1.49M
2 +$1.42M
3 +$1.41M
4
GEN icon
Gen Digital
GEN
+$1.17M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$936K

Sector Composition

1 Healthcare 18.85%
2 Technology 16.29%
3 Industrials 12.88%
4 Consumer Staples 10.98%
5 Financials 9.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-3,470
152
-50,805
153
-9,295
154
-3,891