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
$322M
AUM Growth
+$185M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
817
New
Increased
Reduced
Closed

Top Buys

1
+$11.5M
2
+$4.29M
3
+$3.34M
4
DD icon
DuPont de Nemours
DD
+$2.79M
5
LMT icon
Lockheed Martin
LMT
+$2.79M

Top Sells

1
+$1.03M
2
+$957K
3
+$891K
4
SPG icon
Simon Property Group
SPG
+$877K
5
QCOM icon
Qualcomm
QCOM
+$807K

Sector Composition

1 Technology 12.14%
2 Financials 11.35%
3 Consumer Discretionary 10.53%
4 Industrials 10.29%
5 Healthcare 9.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$924K 0.29%
+15,703
77
$909K 0.28%
+34,016
78
$908K 0.28%
+5,869
79
$907K 0.28%
+13,840
80
$906K 0.28%
27,356
+9,034
81
$897K 0.28%
104,032
+92,906
82
$892K 0.28%
+26,555
83
$887K 0.28%
8,389
+3,618
84
$873K 0.27%
+5,875
85
$871K 0.27%
+8,744
86
$869K 0.27%
+28,785
87
$866K 0.27%
51,320
+19,211
88
$865K 0.27%
+13,222
89
$865K 0.27%
+49,474
90
$850K 0.26%
35,871
+26,836
91
$843K 0.26%
+16,604
92
$843K 0.26%
+23,554
93
$835K 0.26%
+32,431
94
$831K 0.26%
+16,742
95
$816K 0.25%
+27,300
96
$815K 0.25%
+11,634
97
$814K 0.25%
+22,119
98
$809K 0.25%
+40,711
99
$797K 0.25%
+46,884
100
$794K 0.25%
+16,486
2 3
4
5 6