PAM

Princeton Alpha Management Portfolio holdings

AUM $299M
1-Year Est. Return 11.81%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$484M
AUM Growth
+$162M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
990
New
Increased
Reduced
Closed

Top Buys

1
+$5.56M
2
+$4.8M
3
+$3.98M
4
MDT icon
Medtronic
MDT
+$3.87M
5
CERN
Cerner Corp
CERN
+$3.71M

Top Sells

1
+$16.7M
2
+$3.34M
3
+$2.34M
4
TMO icon
Thermo Fisher Scientific
TMO
+$2.18M
5
LMT icon
Lockheed Martin
LMT
+$2.17M

Sector Composition

1 Industrials 12.87%
2 Healthcare 11.66%
3 Financials 11.59%
4 Technology 10.56%
5 Consumer Discretionary 10.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$606K 0.13%
3,769
-13,330
252
$606K 0.13%
+413
253
$604K 0.12%
17,680
-28,811
254
$602K 0.12%
+28,377
255
$600K 0.12%
15,530
+4,161
256
$594K 0.12%
+14,099
257
$592K 0.12%
16,304
+10,184
258
$590K 0.12%
+12,159
259
$589K 0.12%
7,633
+3,872
260
$585K 0.12%
2,847
+599
261
$578K 0.12%
6,612
+3,891
262
$577K 0.12%
+8,996
263
$575K 0.12%
+20,318
264
$574K 0.12%
+4,925
265
$573K 0.12%
+11,113
266
$571K 0.12%
+23,086
267
$567K 0.12%
14,643
-7,476
268
$566K 0.12%
11,673
+5,324
269
$566K 0.12%
109,612
+92,262
270
$565K 0.12%
5,900
-2,562
271
$561K 0.12%
+52,828
272
$559K 0.12%
16,076
+3,885
273
$554K 0.11%
+27,609
274
$553K 0.11%
+5,064
275
$548K 0.11%
12,854
+6,093
9 10
11
12 13