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
$466M
AUM Growth
+$111M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,032
New
Increased
Reduced
Closed

Top Buys

1
+$4.17M
2
+$4.13M
3
+$3.94M
4
SO icon
Southern Company
SO
+$3.89M
5
PARA
Paramount Global Class B
PARA
+$3.58M

Top Sells

1
+$4.23M
2
+$3.66M
3
+$2.88M
4
IBM icon
IBM
IBM
+$2.75M
5
ANDV
Andeavor
ANDV
+$2.65M

Sector Composition

1 Financials 14.61%
2 Technology 12.97%
3 Industrials 12.42%
4 Consumer Discretionary 12.35%
5 Healthcare 10.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.72M 0.58%
16,419
+10,142
27
$2.56M 0.55%
+43,757
28
$2.53M 0.54%
45,005
+36,312
29
$2.53M 0.54%
+16,843
30
$2.51M 0.54%
42,375
+31,781
31
$2.51M 0.54%
+63,922
32
$2.5M 0.54%
+21,676
33
$2.37M 0.51%
+47,290
34
$2.33M 0.5%
+67,332
35
$2.32M 0.5%
23,099
+6,011
36
$2.3M 0.49%
16,940
+1,345
37
$2.29M 0.49%
+22,140
38
$2.29M 0.49%
+65,168
39
$2.26M 0.48%
30,620
+25,375
40
$2.25M 0.48%
+81,546
41
$2.21M 0.47%
+18,655
42
$2.19M 0.47%
+22,567
43
$2.19M 0.47%
51,957
+27,685
44
$2.02M 0.43%
23,063
+3,239
45
$2.01M 0.43%
88,043
+78,862
46
$2.01M 0.43%
+30,892
47
$2M 0.43%
+32,757
48
$1.99M 0.43%
35,133
+14,407
49
$1.95M 0.42%
+47,473
50
$1.9M 0.41%
+29,866
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