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PPSG

Princeton Portfolio Strategies Group Portfolio holdings

AUM $517M
1-Year Est. Return 37.7%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+37.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$348M
AUM Growth
+$15.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
188
New
Increased
Reduced
Closed

Top Sells

1 +$2.63M
2 +$2.19M
3 +$1.38M
4
JNJ icon
Johnson & Johnson
JNJ
+$1.25M
5
AAPL icon
Apple
AAPL
+$1.1M

Sector Composition

1 Healthcare 22.37%
2 Technology 11.93%
3 Industrials 11.44%
4 Consumer Staples 11.13%
5 Financials 9.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-6,615
177
0
178
-3,700
179
-900
180
-35,900
181
-67,300
182
-3,893
183
0
184
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185
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186
-11,990
187
-5,929