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
501
$255K 0.05%
+2,045
502
$255K 0.05%
5,485
-2,345
503
$254K 0.05%
3,913
-37
504
$252K 0.05%
+5,351
505
$251K 0.05%
3,434
-3,989
506
$250K 0.05%
+14,272
507
$249K 0.05%
8,226
-1,977
508
$248K 0.05%
+6,922
509
$248K 0.05%
9,246
-5,444
510
$248K 0.05%
5,875
-1,634
511
$247K 0.05%
7,036
+2,683
512
$246K 0.05%
10,974
+2,106
513
$245K 0.05%
+14,228
514
$245K 0.05%
+6,379
515
$244K 0.05%
+6,023
516
$243K 0.05%
14,841
-8,697
517
$242K 0.05%
+11,270
518
$242K 0.05%
18,435
+355
519
$241K 0.05%
+6,637
520
$241K 0.05%
+11,017
521
$239K 0.05%
14,436
-10,442
522
$239K 0.05%
+5,378
523
$239K 0.05%
+9,800
524
$239K 0.05%
+17,640
525
$238K 0.05%
5,490
+214
19 20
21
22 23