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

Top Buys

1
+$5.89M
2
+$5.8M
3
+$5.49M
4
MDLZ icon
Mondelez International
MDLZ
+$5.24M
5
KR icon
Kroger
KR
+$4.81M

Top Sells

1
+$5.28M
2
+$5.13M
3
+$4.87M
4
NKE icon
Nike
NKE
+$4.33M
5
ESS icon
Essex Property Trust
ESS
+$3.68M

Sector Composition

1 Financials 15.07%
2 Consumer Discretionary 12.62%
3 Industrials 12.2%
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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704
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705
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706
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707
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708
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-43,352
709
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-4,462
710
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-15,423
711
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-14,493
712
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-33,844
713
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-34,445
714
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-10,829
715
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-52,910
716
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-19,922
717
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-7,108
718
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-34,619
719
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-10,673
720
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-31,546
721
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-7,043
722
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-11,183
723
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-19,253
724
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-13,160
725
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-2,585
27 28
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