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
$466M
AUM Growth
+$111M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,032
New
Increased
Reduced
Closed

Top Buys

1
+$4.17M
2
+$4.13M
3
+$3.94M
4
SO icon
Southern Company
SO
+$3.89M
5
PARA
Paramount Global Class B
PARA
+$3.58M

Top Sells

1
+$4.23M
2
+$3.66M
3
+$2.88M
4
IBM icon
IBM
IBM
+$2.75M
5
ANDV
Andeavor
ANDV
+$2.65M

Sector Composition

1 Financials 14.61%
2 Technology 12.97%
3 Industrials 12.42%
4 Consumer Discretionary 12.35%
5 Healthcare 10.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.22M 0.26%
76,253
-12,688
102
$1.22M 0.26%
+60,803
103
$1.21M 0.26%
13,299
-29,024
104
$1.2M 0.26%
24,019
-28,077
105
$1.2M 0.26%
+11,683
106
$1.19M 0.25%
25,345
+19,506
107
$1.19M 0.25%
22,445
+10,886
108
$1.16M 0.25%
+15,822
109
$1.16M 0.25%
+46,966
110
$1.16M 0.25%
+10,364
111
$1.15M 0.25%
78,435
+56,950
112
$1.14M 0.24%
25,268
+15,063
113
$1.14M 0.24%
+50,344
114
$1.14M 0.24%
+28,508
115
$1.13M 0.24%
15,567
+7,877
116
$1.12M 0.24%
+32,260
117
$1.12M 0.24%
34,983
+12,756
118
$1.12M 0.24%
59,349
+45,011
119
$1.12M 0.24%
+15,458
120
$1.1M 0.24%
+13,615
121
$1.1M 0.24%
25,297
+6,560
122
$1.1M 0.24%
30,464
-15,138
123
$1.09M 0.23%
49,539
+30,333
124
$1.08M 0.23%
47,498
+11,816
125
$1.08M 0.23%
22,742
+10,358
3 4
5
6 7