PAM

Princeton Alpha Management Portfolio holdings

AUM $299M
1-Year Est. Return 11.81%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$484M
AUM Growth
+$162M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
990
New
Increased
Reduced
Closed

Top Buys

1
+$5.56M
2
+$4.8M
3
+$3.98M
4
MDT icon
Medtronic
MDT
+$3.87M
5
CERN
Cerner Corp
CERN
+$3.71M

Top Sells

1
+$16.7M
2
+$3.34M
3
+$2.34M
4
TMO icon
Thermo Fisher Scientific
TMO
+$2.18M
5
LMT icon
Lockheed Martin
LMT
+$2.17M

Sector Composition

1 Industrials 12.87%
2 Healthcare 11.66%
3 Financials 11.59%
4 Technology 10.56%
5 Consumer Discretionary 10.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$431K 0.09%
+10,026
327
$430K 0.09%
6,878
+2,484
328
$424K 0.09%
+582
329
$422K 0.09%
5,384
-6,250
330
$422K 0.09%
+7,134
331
$421K 0.09%
+6,338
332
$421K 0.09%
+7,397
333
$420K 0.09%
7,944
+270
334
$419K 0.09%
+5,637
335
$417K 0.09%
+8,323
336
$415K 0.09%
+10,951
337
$412K 0.09%
15,513
+6,060
338
$411K 0.09%
9,381
-15,714
339
$411K 0.09%
+12,918
340
$411K 0.09%
12,526
-2,950
341
$409K 0.08%
15,245
-6,172
342
$406K 0.08%
+11,688
343
$406K 0.08%
+5,436
344
$404K 0.08%
+12,504
345
$404K 0.08%
+4,640
346
$404K 0.08%
14,056
-2,804
347
$404K 0.08%
26,246
-5,888
348
$403K 0.08%
9,209
+1,957
349
$402K 0.08%
12,312
+4,720
350
$402K 0.08%
+7,336
12 13
14
15 16