We are live on
!
Find out more
PPSG
Princeton Portfolio Strategies Group Portfolio holdings
AUM
$517M
1-Year Est. Return
37.7%
This Fund
S&P 500
1 Year Est. Return
+37.7%
AUM
$516M
AUM Growth
+$10.3M
(+2%)
Holding
157
Top Buys
| 1 | +$1.99M | |
| 2 | +$1.58M | |
| 3 | +$1.53M | |
| 4 |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
|
+$1.29M |
| 5 |
iShares Core S&P Small-Cap ETF
IJR
|
+$1.29M |
Top Sells
| 1 | +$4.27M | |
| 2 | +$1.76M | |
| 3 | +$1.46M | |
| 4 |
Henry Schein
HSIC
|
+$1.33M |
| 5 |
Mondelez International
MDLZ
|
+$1.16M |
Sector Composition
| 1 | Healthcare | 19.46% |
| 2 | Technology | 18.76% |
| 3 | Industrials | 12.26% |
| 4 | Consumer Staples | 8.71% |
| 5 | Financials | 8.7% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
CVS Health
CVS
$124B
| $214K | 0.04% |
+2,850
|
|
||
|
SGEN
152
DELISTED
Seagen Inc. Common Stock
SGEN
| $208K | 0.04% |
1,500
|
|
||
153
Kraft Heinz
KHC
$27.7B
| $202K | 0.04% |
+5,060
|
|
||
154
Ford
F
$59.8B
| $123K | 0.02% |
10,000
|
|
||
155
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$7.75B
| – | – |
-9,136
|
|
||
156
Wabtec
WAB
$44.1B
| – | – |
-11,132
|
|
||
157
Vanguard Total International Bond ETF
BNDX
$81.5B
| – | – |
-17,690
|
|