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
601
$168K 0.03%
45,193
+11,631
602
$166K 0.03%
+13,707
603
$165K 0.03%
14,006
-33,860
604
$160K 0.03%
+1,340
605
$158K 0.03%
19,617
+5,859
606
$158K 0.03%
+15,109
607
$154K 0.03%
10,206
-5,265
608
$153K 0.03%
20,199
+9,678
609
$152K 0.03%
2,409
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610
$151K 0.03%
+14,539
611
$150K 0.03%
10,061
-4,317
612
$148K 0.03%
+36,321
613
$146K 0.03%
12,636
-2,846
614
$145K 0.03%
+16,762
615
$142K 0.03%
28,163
-6,651
616
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617
$139K 0.03%
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618
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619
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620
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621
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622
$127K 0.03%
13,854
-2,755
623
$121K 0.03%
+11
624
$120K 0.02%
+10,031
625
$119K 0.02%
16,394
-8,099
23 24
25
26 27