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
276
$370K 0.12%
+14,539
277
$368K 0.11%
9,396
+4,337
278
$367K 0.11%
4,759
+2,418
279
$367K 0.11%
+5,195
280
$367K 0.11%
3,672
-96
281
$364K 0.11%
+3,379
282
$363K 0.11%
+14,690
283
$363K 0.11%
+18,080
284
$362K 0.11%
+12,833
285
$361K 0.11%
+16,029
286
$361K 0.11%
+7,860
287
$361K 0.11%
+3,330
288
$359K 0.11%
14,400
-5,874
289
$355K 0.11%
+21,061
290
$353K 0.11%
+17,288
291
$353K 0.11%
+10,838
292
$352K 0.11%
+19,571
293
$351K 0.11%
+13,523
294
$349K 0.11%
+18,805
295
$349K 0.11%
+14,139
296
$348K 0.11%
39,989
+14,125
297
$346K 0.11%
8,082
-466
298
$344K 0.11%
+7,177
299
$344K 0.11%
+5,770
300
$343K 0.11%
+8,909
10 11
12
13 14