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
$348M
AUM Growth
+$15.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
188
New
Increased
Reduced
Closed

Top Buys

1
+$5.65M
2
+$4.46M
3
+$2.84M
4
NEE icon
NextEra Energy
NEE
+$2.17M
5
CSCO icon
Cisco
CSCO
+$1.39M

Top Sells

1
+$2.63M
2
+$2.38M
3
+$1.38M
4
JNJ icon
Johnson & Johnson
JNJ
+$1.3M
5
AAPL icon
Apple
AAPL
+$1.07M

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
1
$12.1M 3.46%
91,330
-9,824
2
$11.1M 3.18%
285,823
+4,267
3
$10.4M 2.99%
290,092
-29,620
4
$8.84M 2.53%
81,204
+533
5
$8.54M 2.44%
117,736
-6,981
6
$7.9M 2.26%
105,539
+6,951
7
$7.54M 2.16%
56,945
+158
8
$7.43M 2.13%
138,595
+1,753
9
$6.77M 1.94%
50,976
+900
10
$6.73M 1.93%
256,430
+20,469
11
$6.63M 1.9%
108,415
+175
12
$6.56M 1.88%
37,579
+744
13
$6.1M 1.75%
88,521
+470
14
$6.05M 1.73%
46,772
+322
15
$5.93M 1.69%
75,675
-4,107
16
$5.77M 1.65%
40,000
17
$5.65M 1.61%
+243,800
18
$5.44M 1.56%
47,111
+980
19
$5.29M 1.51%
73,376
-591
20
$5.24M 1.5%
64,925
-983
21
$5.16M 1.48%
47,300
-560
22
$5.15M 1.47%
207,996
+87,732
23
$4.74M 1.36%
60,788
+205
24
$4.66M 1.33%
180,340
+172,640
25
$4.62M 1.32%
70,120
+6,860
1
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