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
626
$165K 0.04%
+16,292
627
$164K 0.04%
18,201
+5,526
628
$163K 0.04%
14,184
-6,579
629
$161K 0.03%
+23,891
630
$160K 0.03%
+33,275
631
$160K 0.03%
12,303
-5,022
632
$159K 0.03%
17,518
-33,439
633
$159K 0.03%
1,505
-3,188
634
$157K 0.03%
3
635
$151K 0.03%
+1,073
636
$151K 0.03%
14,089
+786
637
$148K 0.03%
17,541
-37,812
638
$147K 0.03%
21,393
-8,034
639
$143K 0.03%
6,531
-17,652
640
$141K 0.03%
25,831
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641
$141K 0.03%
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642
$140K 0.03%
2,215
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643
$139K 0.03%
1,099
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644
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645
$136K 0.03%
+65,363
646
$136K 0.03%
+19,994
647
$134K 0.03%
+875
648
$131K 0.03%
1,612
+20
649
$129K 0.03%
11,981
-39,150
650
$121K 0.03%
22,393
+10,299
24 25
26
27 28