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
$617M
AUM Growth
+$34.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,085
New
Increased
Reduced
Closed

Top Buys

1
+$5.8M
2
+$5.51M
3
+$5.16M
4
COP icon
ConocoPhillips
COP
+$4.8M
5
KR icon
Kroger
KR
+$4.76M

Top Sells

1
+$5.5M
2
+$5.13M
3
+$4.87M
4
NKE icon
Nike
NKE
+$4.41M
5
ESS icon
Essex Property Trust
ESS
+$3.68M

Sector Composition

1 Financials 15.07%
2 Consumer Discretionary 12.62%
3 Industrials 12.17%
4 Technology 9.73%
5 Healthcare 9.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$353K 0.06%
+5,114
452
$352K 0.06%
+6,807
453
$352K 0.06%
9,767
-4,029
454
$352K 0.06%
40,611
+7,509
455
$352K 0.06%
+17,296
456
$350K 0.06%
+19,507
457
$349K 0.06%
+11,087
458
$348K 0.06%
+4,661
459
$348K 0.06%
17,280
+6,816
460
$347K 0.06%
+7,118
461
$346K 0.06%
+12,107
462
$345K 0.06%
5,614
-71,775
463
$345K 0.06%
+27,653
464
$345K 0.06%
7,183
-9,915
465
$345K 0.06%
+15,500
466
$345K 0.06%
+8,368
467
$343K 0.06%
29,282
+18,850
468
$343K 0.06%
+24,334
469
$341K 0.06%
15,426
+4,977
470
$340K 0.06%
+7,606
471
$340K 0.06%
+19,485
472
$340K 0.06%
+27,862
473
$340K 0.06%
+1,839
474
$339K 0.06%
+13,705
475
$339K 0.06%
+16,794
17 18
19
20 21