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
326
$327K 0.1%
+15,692
327
$326K 0.1%
+607
328
$325K 0.1%
+52,036
329
$325K 0.1%
+48,048
330
$325K 0.1%
35,496
-3,370
331
$323K 0.1%
+7,595
332
$322K 0.1%
41,043
+5,711
333
$320K 0.1%
+14,384
334
$320K 0.1%
3,851
-3,094
335
$314K 0.1%
+7,503
336
$311K 0.1%
5,526
+157
337
$310K 0.1%
+10,851
338
$310K 0.1%
+9,072
339
$308K 0.1%
18,897
+7,538
340
$304K 0.09%
+12,191
341
$302K 0.09%
+6,559
342
$301K 0.09%
983
-345
343
$300K 0.09%
+2,660
344
$300K 0.09%
+6,583
345
$299K 0.09%
+6,394
346
$298K 0.09%
13,014
+1,963
347
$298K 0.09%
+7,252
348
$297K 0.09%
+6,318
349
$296K 0.09%
+7,854
350
$296K 0.09%
+6,045
12 13
14
15 16