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
351
$295K 0.09%
+4,712
352
$292K 0.09%
+8,813
353
$292K 0.09%
4,442
-609
354
$291K 0.09%
+4,403
355
$291K 0.09%
12,334
-13,581
356
$291K 0.09%
+9,393
357
$291K 0.09%
9,636
-3,541
358
$291K 0.09%
1,188
+299
359
$290K 0.09%
+4,181
360
$290K 0.09%
+2,896
361
$290K 0.09%
10,571
+69
362
$289K 0.09%
+20,222
363
$289K 0.09%
+10,851
364
$289K 0.09%
6,450
-1,476
365
$289K 0.09%
3,563
-1,100
366
$289K 0.09%
+3,151
367
$288K 0.09%
+5,214
368
$288K 0.09%
7,727
-2,368
369
$288K 0.09%
+12,460
370
$287K 0.09%
+6,094
371
$287K 0.09%
+3,143
372
$286K 0.09%
+5,412
373
$283K 0.09%
+11,254
374
$282K 0.09%
+23,305
375
$281K 0.09%
+24,731
13 14
15
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