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
$419M
AUM Growth
+$74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Sells

1 +$4.4M
2 +$3.38M
3 +$2.96M
4
UNP icon
Union Pacific
UNP
+$2.03M
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$1.61M

Sector Composition

1 Healthcare 21.2%
2 Technology 18.39%
3 Industrials 11.3%
4 Consumer Staples 9.52%
5 Financials 7.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-64,555
152
-9,774