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
51
$1.87M 0.4%
+45,187
52
$1.84M 0.4%
45,755
+19,922
53
$1.82M 0.39%
42,220
+24,457
54
$1.81M 0.39%
+26,708
55
$1.79M 0.38%
162,078
+72,963
56
$1.74M 0.37%
+15,341
57
$1.73M 0.37%
10,798
-1,999
58
$1.72M 0.37%
25,556
+13,704
59
$1.71M 0.37%
+45,413
60
$1.71M 0.37%
15,970
+10,173
61
$1.7M 0.36%
+45,587
62
$1.69M 0.36%
+22,495
63
$1.69M 0.36%
19,695
+9,534
64
$1.67M 0.36%
52,795
+35,213
65
$1.67M 0.36%
+17,905
66
$1.66M 0.36%
+20,529
67
$1.64M 0.35%
+48,736
68
$1.63M 0.35%
16,859
+13,759
69
$1.61M 0.35%
+3,077,400
70
$1.56M 0.34%
165,446
+151,812
71
$1.53M 0.33%
+26,780
72
$1.51M 0.32%
27,529
+11,289
73
$1.5M 0.32%
+53,012
74
$1.49M 0.32%
8,913
+840
75
$1.49M 0.32%
+105,558
1 2
3
4 5