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
26
$1.66M 0.52%
18,671
+11,580
27
$1.63M 0.51%
+32,501
28
$1.62M 0.5%
+30,750
29
$1.6M 0.5%
+30,219
30
$1.6M 0.5%
31,190
+23,017
31
$1.54M 0.48%
17,462
+9,346
32
$1.54M 0.48%
+31,572
33
$1.54M 0.48%
46,491
+36,745
34
$1.49M 0.46%
+11,982
35
$1.45M 0.45%
39,269
+32,686
36
$1.43M 0.44%
+18,560
37
$1.42M 0.44%
12,666
+9,548
38
$1.36M 0.42%
+31,226
39
$1.35M 0.42%
69,360
+43,571
40
$1.35M 0.42%
+14,984
41
$1.27M 0.4%
+75,620
42
$1.23M 0.38%
+47,184
43
$1.23M 0.38%
+9,966
44
$1.22M 0.38%
+15,221
45
$1.21M 0.38%
+59,494
46
$1.21M 0.37%
+11,297
47
$1.2M 0.37%
+12,356
48
$1.19M 0.37%
+11,449
49
$1.17M 0.36%
22,138
+7,574
50
$1.17M 0.36%
36,986
+20,204
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