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
$364M
AUM Growth
+$15.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1
+$7.21M
2
+$2.46M
3
+$2.36M
4
DD icon
DuPont de Nemours
DD
+$1.15M
5
BHF icon
Brighthouse Financial
BHF
+$959K

Top Sells

1
+$3.17M
2
+$1.07M
3
+$692K
4
ADP icon
Automatic Data Processing
ADP
+$641K
5
SRCL
Stericycle Inc
SRCL
+$404K

Sector Composition

1 Healthcare 23.87%
2 Technology 11.99%
3 Industrials 11.62%
4 Consumer Staples 10.43%
5 Financials 9.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
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0
177
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178
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-12,000
179
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-2,650
180
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-3,297
181
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-13,284
182
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-3,396
183
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-24,000
4 5 6 7
8