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
$355M
AUM Growth
-$85.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
990
New
Increased
Reduced
Closed

Top Buys

1
+$3.66M
2
+$3.62M
3
+$3.15M
4
MCO icon
Moody's
MCO
+$2.88M
5
WYNN icon
Wynn Resorts
WYNN
+$2.83M

Top Sells

1
+$28.1M
2
+$5.29M
3
+$4.33M
4
WBA
Walgreens Boots Alliance
WBA
+$3.93M
5
HOG icon
Harley-Davidson
HOG
+$3.67M

Sector Composition

1 Financials 14.34%
2 Industrials 12.59%
3 Consumer Discretionary 12.38%
4 Technology 10.75%
5 Energy 8.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$218K 0.06%
+7,484
552
$218K 0.06%
11,146
-7,600
553
$217K 0.06%
2,095
-961
554
$217K 0.06%
+9,634
555
$216K 0.06%
3,032
-5,934
556
$214K 0.06%
7,107
-2,139
557
$211K 0.06%
+6,993
558
$211K 0.06%
20,304
+8,037
559
$210K 0.06%
+11,003
560
$210K 0.06%
+1,678
561
$210K 0.06%
+13,330
562
$210K 0.06%
+6,070
563
$210K 0.06%
+3,515
564
$209K 0.06%
+4,243
565
$208K 0.06%
+2,276
566
$208K 0.06%
+7,797
567
$208K 0.06%
+2,720
568
$208K 0.06%
+6,936
569
$207K 0.06%
+5,742
570
$206K 0.06%
5,320
-2,009
571
$206K 0.06%
+5,810
572
$206K 0.06%
+11,117
573
$205K 0.06%
1,288
-1,305
574
$204K 0.06%
+14,820
575
$204K 0.06%
2,615
-2,000
21 22
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