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
551
$221K 0.05%
+5,050
552
$221K 0.05%
10,706
-1,520
553
$221K 0.05%
+4,574
554
$221K 0.05%
+4,838
555
$220K 0.05%
+6,345
556
$220K 0.05%
13,311
+1,210
557
$220K 0.05%
12,286
+1,773
558
$218K 0.05%
+4,777
559
$215K 0.04%
+12,605
560
$213K 0.04%
+10,051
561
$213K 0.04%
3,407
-6,561
562
$213K 0.04%
+4,706
563
$213K 0.04%
+10,426
564
$212K 0.04%
+1,826
565
$209K 0.04%
+7,147
566
$208K 0.04%
17,798
-22,057
567
$208K 0.04%
+6,278
568
$208K 0.04%
+7,832
569
$207K 0.04%
12,070
+739
570
$207K 0.04%
+12,234
571
$206K 0.04%
+6,548
572
$205K 0.04%
+4,924
573
$204K 0.04%
50,754
+29,063
574
$204K 0.04%
+9,678
575
$203K 0.04%
7,250
-8,927
21 22
23
24 25