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
576
$131K 0.04%
20,145
-10,102
577
$126K 0.04%
+11,015
578
$124K 0.04%
28,843
+17,410
579
$123K 0.04%
+11,038
580
$121K 0.04%
+13,261
581
$121K 0.04%
33,562
+16,165
582
$121K 0.04%
+16,236
583
$116K 0.04%
+10,558
584
$115K 0.04%
15,370
+2,945
585
$110K 0.03%
+18,025
586
$109K 0.03%
+17,624
587
$109K 0.03%
+11,370
588
$108K 0.03%
+10,547
589
$107K 0.03%
+13,758
590
$106K 0.03%
+11,110
591
$106K 0.03%
+135
592
$100K 0.03%
21,691
+9,411
593
$93K 0.03%
+21,767
594
$92K 0.03%
1,455
+272
595
$89K 0.03%
+18,153
596
$86K 0.03%
17,350
-12,278
597
$79K 0.02%
+19,301
598
$70K 0.02%
+2,516
599
$68K 0.02%
+858
600
$66K 0.02%
12,918
-38,944
22 23
24
25 26