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
1076
– –
-4,825
1077
– –
-8,207
1078
– –
-7,895
1079
– –
-11,467
1080
– –
-20,244
1081
– –
-3,525
1082
– –
-17,244
1083
– –
-30,717
1084
– –
-35,976
1085
– –
-26,505
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