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
$136M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
401
New
Increased
Reduced
Closed

Top Buys

1
+$5.09M
2
+$1.03M
3
+$976K
4
JNJ icon
Johnson & Johnson
JNJ
+$891K
5
SPG icon
Simon Property Group
SPG
+$877K

Top Sells

No sells this quarter

Sector Composition

1 Industrials 13.48%
2 Financials 13.02%
3 Real Estate 10.22%
4 Technology 9.74%
5 Consumer Discretionary 9.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$448K 0.33%
+5,804
77
$448K 0.33%
+14,974
78
$445K 0.33%
+22,683
79
$444K 0.33%
+21,869
80
$439K 0.32%
+9,303
81
$437K 0.32%
+2,936
82
$437K 0.32%
+6,329
83
$435K 0.32%
+4,176
84
$434K 0.32%
+14,550
85
$434K 0.32%
+10,918
86
$432K 0.32%
+8,173
87
$432K 0.32%
+5,199
88
$425K 0.31%
+8,502
89
$417K 0.31%
+5,199
90
$417K 0.31%
+5,298
91
$411K 0.3%
+11,230
92
$410K 0.3%
+7,506
93
$408K 0.3%
+9,903
94
$408K 0.3%
+11,134
95
$407K 0.3%
+3,874
96
$404K 0.3%
+8,483
97
$401K 0.29%
+10,249
98
$399K 0.29%
+9,129
99
$397K 0.29%
+11,281
100
$397K 0.29%
+17,841
2 3
4
5 6