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
26
$645K 0.47%
+555
27
$640K 0.47%
+20,057
28
$635K 0.47%
+12,003
29
$626K 0.46%
+7,694
30
$624K 0.46%
+14,760
31
$623K 0.46%
+31,880
32
$619K 0.45%
+8,752
33
$603K 0.44%
+11,577
34
$597K 0.44%
+34,220
35
$593K 0.43%
+16,910
36
$592K 0.43%
+8,585
37
$592K 0.43%
+16,768
38
$589K 0.43%
+6,216
39
$588K 0.43%
+19,420
40
$582K 0.43%
+6,945
41
$579K 0.42%
+4,244
42
$576K 0.42%
+9,101
43
$569K 0.42%
+7,091
44
$568K 0.42%
+11,487
45
$567K 0.42%
+6,210
46
$562K 0.41%
+4,818
47
$561K 0.41%
+16,782
48
$561K 0.41%
+6,596
49
$553K 0.41%
+9,347
50
$551K 0.4%
+4,593
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