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
451
$285K 0.06%
+4,918
452
$285K 0.06%
8,239
+1,902
453
$285K 0.06%
+8,451
454
$285K 0.06%
21,026
+2,365
455
$284K 0.06%
+5,125
456
$282K 0.06%
+3,885
457
$282K 0.06%
11,836
-4,339
458
$282K 0.06%
+19,350
459
$281K 0.06%
+8,012
460
$280K 0.06%
+4,857
461
$279K 0.06%
+9,378
462
$278K 0.06%
+11,280
463
$278K 0.06%
15,853
+1,719
464
$277K 0.06%
11,605
-27,664
465
$277K 0.06%
6,346
+1,651
466
$277K 0.06%
+3,145
467
$277K 0.06%
+23,656
468
$276K 0.06%
8,074
-4,843
469
$276K 0.06%
1,555
-964
470
$276K 0.06%
+5,639
471
$276K 0.06%
+33,538
472
$275K 0.06%
+2,984
473
$273K 0.06%
+7,251
474
$273K 0.06%
5,504
-366
475
$272K 0.06%
23,733
-1,581
17 18
19
20 21