PPSG
Princeton Portfolio Strategies Group Portfolio holdings
AUM
$517M
This Quarter Return
+19.71%
1 Year Return
+37.7%
3 Year Return
+83.87%
5 Year Return
+128.4%
10 Year Return
–
AUM
$419M
AUM Growth
+$419M
(+21%)
Cap. Flow
+$12M
Cap. Flow
% of AUM
2.87%
Top 10 Holdings %
Top 10 Hldgs %
31.71%
Holding
153
New
19
Increased
39
Reduced
61
Closed
6
Top Buys
| 1 |
Air Products & Chemicals
APD
|
$5.4M |
| 2 |
Chemed
CHE
|
$5.04M |
| 3 |
Steris
STE
|
$4.14M |
| 4 |
Becton Dickinson
BDX
|
$3.76M |
| 5 |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
|
$3.59M |
Top Sells
Sector Composition
| 1 | Healthcare | 21.2% |
| 2 | Technology | 18.39% |
| 3 | Industrials | 11.3% |
| 4 | Consumer Staples | 9.52% |
| 5 | Financials | 7.84% |