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PAM
Princeton Alpha Management Portfolio holdings
AUM
$299M
1-Year Est. Return
11.81%
This Fund
S&P 500
This Quarter
Est. Return
+7.59%
1 Year Est. Return
+11.81%
3 Year Est. Return
-9.27%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$136M
AUM Growth
–
Cap. Flow
+$134M
Cap. Flow
% of AUM
98.15%
Top 10 Holdings %
Top 10 Hldgs %
9.45%
Holding
401
New
401
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$4.88M |
| 2 |
Electronic Arts
EA
|
+$1.02M |
| 3 |
Apple
AAPL
|
+$970K |
| 4 |
Johnson & Johnson
JNJ
|
+$896K |
| 5 |
Simon Property Group
SPG
|
+$882K |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Industrials | 13.48% |
| 2 | Financials | 13.02% |
| 3 | Real Estate | 10.22% |
| 4 | Technology | 9.74% |
| 5 | Consumer Discretionary | 9.11% |
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Princeton Alpha Management's Q4 2013 Portfolio in Review
Q4 2013 is the first quarter with a 13F filing on record for Princeton Alpha Management, which disclosed 401 positions worth $136M. Its ten largest holdings account for 9.5% of the portfolio.
Its largest position is State Street SPDR S&P 500 ETF Trust: 27,548 shares worth $5.09M.
By sector, the portfolio is most concentrated in Industrials at 13% of assets, followed by Financials and Real Estate.
- Princeton Alpha Management's largest Q4 2013 buy was State Street SPDR S&P 500 ETF Trust: 27,548 shares worth $5.09M.
- Princeton Alpha Management's ten largest holdings make up 9.5% of its $136M portfolio in Q4 2013.
- Princeton Alpha Management disclosed 401 positions in Q4 2013, its first 13F filing on record.
Based on Princeton Alpha Management's 13F filing for Q4 2013, filed 16 Jan 2014.