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
451
$234K 0.07%
16,406
-21,342
452
$234K 0.07%
+12,477
453
$232K 0.07%
+7,271
454
$232K 0.07%
+11,610
455
$231K 0.07%
+7,155
456
$231K 0.07%
+8,356
457
$231K 0.07%
+4,374
458
$230K 0.07%
+11,498
459
$230K 0.07%
+5,965
460
$230K 0.07%
6,541
-1,633
461
$229K 0.07%
+7,592
462
$228K 0.07%
+6,232
463
$228K 0.07%
+2,295
464
$227K 0.07%
6,122
-2,518
465
$227K 0.07%
+6,172
466
$227K 0.07%
+21,741
467
$226K 0.07%
+4,151
468
$225K 0.07%
+6,337
469
$225K 0.07%
25,880
-13,552
470
$225K 0.07%
+1,512
471
$224K 0.07%
1,513
-2,478
472
$223K 0.07%
+14,868
473
$223K 0.07%
+24,031
474
$223K 0.07%
+9,453
475
$223K 0.07%
3,423
-966
17 18
19
20 21