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
101
$396K 0.29%
+41,277
102
$396K 0.29%
+14,957
103
$395K 0.29%
+25,360
104
$395K 0.29%
+11,659
105
$390K 0.29%
+14,462
106
$390K 0.29%
+1,861
107
$390K 0.29%
+16,546
108
$390K 0.29%
+6,682
109
$389K 0.29%
+19,695
110
$388K 0.28%
+8,494
111
$384K 0.28%
+11,473
112
$382K 0.28%
+8,131
113
$380K 0.28%
+13,060
114
$379K 0.28%
+13,177
115
$379K 0.28%
+32,034
116
$378K 0.28%
+6,959
117
$377K 0.28%
+14,259
118
$376K 0.28%
+4,663
119
$375K 0.27%
+5,250
120
$374K 0.27%
+17,177
121
$371K 0.27%
+1,328
122
$371K 0.27%
+3,118
123
$371K 0.27%
+10,685
124
$370K 0.27%
+4,123
125
$369K 0.27%
+2,784
3 4
5
6 7