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
$136M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
401
New
Increased
Reduced
Closed

Top Buys

1
+$5.09M
2
+$1.03M
3
+$976K
4
JNJ icon
Johnson & Johnson
JNJ
+$891K
5
SPG icon
Simon Property Group
SPG
+$877K

Top Sells

No sells this quarter

Sector Composition

1 Industrials 13.48%
2 Financials 13.02%
3 Real Estate 10.22%
4 Technology 9.74%
5 Consumer Discretionary 9.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$248K 0.18%
+9,614
252
$247K 0.18%
+10,668
253
$247K 0.18%
+20,705
254
$247K 0.18%
+14,350
255
$247K 0.18%
+12,585
256
$247K 0.18%
+2,031
257
$246K 0.18%
+3,124
258
$246K 0.18%
+3,905
259
$244K 0.18%
+4,717
260
$243K 0.18%
+13,496
261
$241K 0.18%
+6,032
262
$240K 0.18%
+3,479
263
$240K 0.18%
+6,185
264
$237K 0.17%
+2,985
265
$234K 0.17%
+281
266
$232K 0.17%
+7,383
267
$232K 0.17%
+7,541
268
$231K 0.17%
+4,327
269
$231K 0.17%
+2,974
270
$231K 0.17%
+8,082
271
$230K 0.17%
+3,872
272
$230K 0.17%
+11,051
273
$230K 0.17%
+12,117
274
$229K 0.17%
+1,420
275
$229K 0.17%
+3,817
9 10
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