PPSG

Princeton Portfolio Strategies Group Portfolio holdings

AUM $517M
1-Year Est. Return 37.7%
This Quarter Est. Return
1 Year Est. Return
+37.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$122M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$5.27M
2
+$4.74M
3
+$4.62M
4
XOM icon
Exxon Mobil
XOM
+$4.36M
5
CVX icon
Chevron
CVX
+$4.16M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 21.43%
2 Industrials 19.24%
3 Energy 11.29%
4 Technology 11.11%
5 Materials 8.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$5.27M 4.32%
+61,393
2
$4.74M 3.88%
+61,436
3
$4.62M 3.78%
+41,542
4
$4.36M 3.57%
+48,263
5
$4.16M 3.41%
+35,174
6
$3.39M 2.77%
+33,056
7
$3.34M 2.73%
+29,143
8
$3.1M 2.54%
+61,664
9
$2.77M 2.27%
+195,748
10
$2.51M 2.06%
+40,635
11
$2.44M 2%
+42,635
12
$2.31M 1.89%
+86,416
13
$2.31M 1.89%
+26,670
14
$2.22M 1.82%
+31,690
15
$2.2M 1.8%
+44,076
16
$2.15M 1.76%
+97,845
17
$1.96M 1.6%
+23,125
18
$1.89M 1.55%
+10,342
19
$1.75M 1.44%
+33,108
20
$1.7M 1.39%
+25,194
21
$1.67M 1.37%
+48,387
22
$1.66M 1.36%
+20,309
23
$1.56M 1.28%
+73,655
24
$1.46M 1.2%
+36,472
25
$1.45M 1.19%
+22,884
1
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