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
$466M
AUM Growth
+$111M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,032
New
Increased
Reduced
Closed

Top Buys

1
+$4.17M
2
+$4.13M
3
+$3.94M
4
SO icon
Southern Company
SO
+$3.89M
5
PARA
Paramount Global Class B
PARA
+$3.58M

Top Sells

1
+$4.23M
2
+$3.66M
3
+$2.88M
4
IBM icon
IBM
IBM
+$2.75M
5
ANDV
Andeavor
ANDV
+$2.65M

Sector Composition

1 Financials 14.61%
2 Technology 12.97%
3 Industrials 12.42%
4 Consumer Discretionary 12.35%
5 Healthcare 10.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$206K 0.04%
5,329
-4,742
602
$205K 0.04%
+1,443
603
$204K 0.04%
10,965
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605
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+2,248
606
$200K 0.04%
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607
$199K 0.04%
16,004
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608
$194K 0.04%
40,879
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609
$193K 0.04%
11,634
-125
610
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611
$191K 0.04%
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612
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30,550
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613
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12,818
-16,484
614
$187K 0.04%
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615
$187K 0.04%
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616
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617
$185K 0.04%
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10,121
-9,178
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622
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+18,336
623
$171K 0.04%
+10,716
624
$171K 0.04%
589
-1,072
625
$167K 0.04%
10,551
-7,516
23 24
25
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