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
$617M
AUM Growth
+$34.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,085
New
Increased
Reduced
Closed

Top Buys

1
+$5.8M
2
+$5.51M
3
+$5.16M
4
COP icon
ConocoPhillips
COP
+$4.8M
5
KR icon
Kroger
KR
+$4.76M

Top Sells

1
+$5.5M
2
+$5.13M
3
+$4.87M
4
NKE icon
Nike
NKE
+$4.41M
5
ESS icon
Essex Property Trust
ESS
+$3.68M

Sector Composition

1 Financials 15.07%
2 Consumer Discretionary 12.62%
3 Industrials 12.17%
4 Technology 9.73%
5 Healthcare 9.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$57K 0.01%
+15,200
702
$40K 0.01%
+12,463
703
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-47,154
704
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-17,104
705
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-3,730
706
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707
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-9,820
708
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709
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-11,934
710
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-28,559
711
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712
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-32,370
713
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-7,413
714
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-29,517
715
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-24,393
716
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-34,752
717
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718
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719
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720
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721
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722
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-39,797
723
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-35,102
724
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725
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-40,745
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