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
526
$200K 0.06%
+4,444
527
$200K 0.06%
+4,736
528
$200K 0.06%
+4,682
529
$200K 0.06%
+1,963
530
$200K 0.06%
+1,610
531
$200K 0.06%
4,695
+718
532
$200K 0.06%
+5,115
533
$200K 0.06%
+6,774
534
$200K 0.06%
+2,349
535
$199K 0.06%
+10,495
536
$199K 0.06%
+10,061
537
$196K 0.06%
+14,568
538
$187K 0.06%
14,877
-3,117
539
$187K 0.06%
25,283
-12,017
540
$187K 0.06%
+16,136
541
$186K 0.06%
14,378
-3,632
542
$186K 0.06%
42,756
+23,852
543
$185K 0.06%
+13,703
544
$184K 0.06%
13,717
+2,722
545
$184K 0.06%
+19,924
546
$183K 0.06%
+12,101
547
$183K 0.06%
14,134
-1,338
548
$182K 0.06%
17,878
-1,612
549
$181K 0.06%
14,813
-5,872
550
$175K 0.05%
+11,717
20 21
22
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