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
301
$214K 0.16%
+1,435
302
$212K 0.16%
+12,153
303
$212K 0.16%
+4,002
304
$211K 0.15%
+20,685
305
$210K 0.15%
+2,002
306
$209K 0.15%
+9,035
307
$209K 0.15%
+5,061
308
$208K 0.15%
+7,572
309
$207K 0.15%
+5,059
310
$207K 0.15%
+11,514
311
$207K 0.15%
+7,532
312
$207K 0.15%
+3,117
313
$207K 0.15%
+18,010
314
$206K 0.15%
+5,250
315
$206K 0.15%
+4,534
316
$206K 0.15%
+19,598
317
$206K 0.15%
+1,489
318
$205K 0.15%
+3,977
319
$205K 0.15%
+1,770
320
$205K 0.15%
+1,767
321
$205K 0.15%
+6,990
322
$205K 0.15%
+10,235
323
$204K 0.15%
+2,341
324
$204K 0.15%
+5,198
325
$203K 0.15%
+1,142
11 12
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