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
351
$172K 0.13%
+12,234
352
$170K 0.12%
+10,363
353
$169K 0.12%
+1,120
354
$162K 0.12%
+10,100
355
$160K 0.12%
+22,360
356
$158K 0.12%
+10,995
357
$156K 0.11%
+7,885
358
$153K 0.11%
+13,602
359
$153K 0.11%
+11,087
360
$152K 0.11%
+12,309
361
$151K 0.11%
+29,217
362
$151K 0.11%
+11,532
363
$147K 0.11%
+13,116
364
$146K 0.11%
+19
365
$146K 0.11%
+10,177
366
$142K 0.1%
+12,134
367
$141K 0.1%
+11,652
368
$139K 0.1%
+30,247
369
$138K 0.1%
+11,145
370
$135K 0.1%
+14,315
371
$132K 0.1%
+5,193
372
$131K 0.1%
+12,032
373
$129K 0.09%
+15,471
374
$127K 0.09%
+13,557
375
$125K 0.09%
+667
13 14
15
16 17