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
101
$794K 0.25%
+14,149
102
$790K 0.25%
+9,940
103
$782K 0.24%
+11,690
104
$779K 0.24%
+43,398
105
$776K 0.24%
+31,352
106
$772K 0.24%
+42,767
107
$769K 0.24%
+22,388
108
$765K 0.24%
+16,262
109
$759K 0.24%
+21,466
110
$754K 0.23%
+51,514
111
$752K 0.23%
+17,432
112
$740K 0.23%
21,519
+13,935
113
$734K 0.23%
9,968
+1,901
114
$732K 0.23%
+13,934
115
$729K 0.23%
+20,259
116
$727K 0.23%
+21,764
117
$726K 0.23%
14,833
+5,530
118
$714K 0.22%
12,911
+6,229
119
$698K 0.22%
+8,462
120
$696K 0.22%
7,194
+978
121
$693K 0.22%
+7,589
122
$692K 0.22%
43,915
+33,738
123
$688K 0.21%
5,056
+2,120
124
$685K 0.21%
+17,072
125
$678K 0.21%
+8,352
3 4
5
6 7