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
301
$343K 0.11%
19,937
-5,423
302
$343K 0.11%
+11,351
303
$342K 0.11%
+12,182
304
$341K 0.11%
26,338
+5,924
305
$341K 0.11%
+4,187
306
$341K 0.11%
+17,553
307
$341K 0.11%
+2,717
308
$340K 0.11%
+12,259
309
$340K 0.11%
+13,271
310
$339K 0.11%
4,712
-538
311
$339K 0.11%
+7,532
312
$337K 0.1%
8,501
+867
313
$336K 0.1%
+10,713
314
$336K 0.1%
+14,478
315
$336K 0.1%
+8,803
316
$335K 0.1%
+16,500
317
$332K 0.1%
+7,830
318
$331K 0.1%
+7,509
319
$330K 0.1%
+6,349
320
$330K 0.1%
+9,924
321
$330K 0.1%
+3,392
322
$330K 0.1%
22,071
+1,011
323
$329K 0.1%
+8,097
324
$328K 0.1%
+12,726
325
$327K 0.1%
25,543
+9,760
11 12
13
14 15