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
551
$175K 0.05%
+19,053
552
$171K 0.05%
+11,971
553
$168K 0.05%
30,205
-7,997
554
$168K 0.05%
+13,392
555
$167K 0.05%
15,482
+3,348
556
$166K 0.05%
7,813
-72
557
$165K 0.05%
10,929
+566
558
$164K 0.05%
+727
559
$157K 0.05%
12,796
-10,420
560
$154K 0.05%
16,609
+4,577
561
$154K 0.05%
+1,448
562
$154K 0.05%
+14,646
563
$148K 0.05%
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564
$147K 0.05%
13,436
-6,162
565
$146K 0.05%
+10,616
566
$143K 0.04%
+12,706
567
$141K 0.04%
4,353
-8,707
568
$140K 0.04%
12,917
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569
$140K 0.04%
+11,232
570
$139K 0.04%
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571
$136K 0.04%
+14,910
572
$134K 0.04%
+3,237
573
$134K 0.04%
15,737
+5,238
574
$133K 0.04%
+1,592
575
$131K 0.04%
10,268
-21,766
21 22
23
24 25