PAM

Princeton Alpha Management Portfolio holdings

AUM $299M
1-Year Est. Return 11.81%
This Quarter Est. Return
1 Year Est. Return
+11.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$322M
AUM Growth
+$185M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
817
New
Increased
Reduced
Closed

Top Buys

1
+$11.5M
2
+$4.29M
3
+$3.34M
4
DD icon
DuPont de Nemours
DD
+$2.79M
5
LMT icon
Lockheed Martin
LMT
+$2.79M

Top Sells

1
+$1.03M
2
+$957K
3
+$891K
4
SPG icon
Simon Property Group
SPG
+$877K
5
QCOM icon
Qualcomm
QCOM
+$807K

Sector Composition

1 Technology 12.14%
2 Financials 11.35%
3 Consumer Discretionary 10.53%
4 Industrials 10.29%
5 Healthcare 9.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$433K 0.13%
+6,342
227
$433K 0.13%
+16,893
228
$432K 0.13%
+53,500
229
$431K 0.13%
3,344
+1,342
230
$429K 0.13%
+4,241
231
$429K 0.13%
5,943
+1,417
232
$423K 0.13%
+63,035
233
$422K 0.13%
+12,488
234
$421K 0.13%
+24,544
235
$418K 0.13%
+14,132
236
$415K 0.13%
+9,996
237
$413K 0.13%
+7,758
238
$412K 0.13%
+4,147
239
$411K 0.13%
+3,081
240
$408K 0.13%
26,248
+6,940
241
$408K 0.13%
+24,878
242
$407K 0.13%
+8,724
243
$407K 0.13%
+17,633
244
$406K 0.13%
39,855
+27,210
245
$404K 0.13%
+17,259
246
$401K 0.12%
17,713
+4,959
247
$401K 0.12%
+2,271
248
$400K 0.12%
12,917
+1,056
249
$400K 0.12%
+2,882
250
$399K 0.12%
+21,198
8 9
10
11 12