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
$466M
AUM Growth
+$111M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,032
New
Increased
Reduced
Closed

Top Buys

1
+$4.17M
2
+$4.13M
3
+$3.94M
4
SO icon
Southern Company
SO
+$3.89M
5
PARA
Paramount Global Class B
PARA
+$3.58M

Top Sells

1
+$4.23M
2
+$3.66M
3
+$2.88M
4
IBM icon
IBM
IBM
+$2.75M
5
ANDV
Andeavor
ANDV
+$2.65M

Sector Composition

1 Financials 14.61%
2 Technology 12.97%
3 Industrials 12.42%
4 Consumer Discretionary 12.35%
5 Healthcare 10.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$536K 0.12%
9,702
-20,271
252
$533K 0.11%
+5,343
253
$530K 0.11%
24,899
+10,638
254
$529K 0.11%
+27,982
255
$528K 0.11%
+60,172
256
$521K 0.11%
21,662
+1,611
257
$520K 0.11%
11,782
+6,781
258
$518K 0.11%
4,425
+905
259
$514K 0.11%
+6,400
260
$509K 0.11%
+6,583
261
$509K 0.11%
13,221
+5,681
262
$507K 0.11%
+9,347
263
$506K 0.11%
+10,926
264
$506K 0.11%
+12,870
265
$505K 0.11%
+13,686
266
$504K 0.11%
8,511
-2,215
267
$501K 0.11%
18,769
-15,443
268
$501K 0.11%
+7,153
269
$497K 0.11%
+11,775
270
$496K 0.11%
+16,103
271
$494K 0.11%
19,077
+298
272
$493K 0.11%
+9,160
273
$493K 0.11%
10,922
-8,574
274
$491K 0.11%
22,658
-858
275
$491K 0.11%
40,404
+11,814
9 10
11
12 13