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 Buys

1
+$5.26M
2
+$4.67M
3
+$3M
4
BDXA
Becton, Dickinson and Company Depositary Shares, each Representing a 1/20th Interest in a Share of 6
BDXA
+$2.79M
5
CSCO icon
Cisco
CSCO
+$1.45M

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
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