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
126
$369K 0.27%
+7,762
127
$367K 0.27%
+4,649
128
$363K 0.27%
+38,866
129
$362K 0.27%
+3,768
130
$362K 0.27%
+38,473
131
$361K 0.26%
+6,434
132
$359K 0.26%
+2,305
133
$357K 0.26%
+10,354
134
$356K 0.26%
+32,290
135
$354K 0.26%
+9,473
136
$354K 0.26%
+2,349
137
$352K 0.26%
+8,548
138
$351K 0.26%
+5,774
139
$351K 0.26%
+20,007
140
$349K 0.26%
+12,830
141
$349K 0.26%
+34,205
142
$349K 0.26%
+7,926
143
$348K 0.26%
+9,041
144
$347K 0.25%
+11,321
145
$343K 0.25%
+5,308
146
$342K 0.25%
+3,832
147
$341K 0.25%
+11,861
148
$341K 0.25%
+8,640
149
$341K 0.25%
+6,888
150
$340K 0.25%
+7,353
4 5
6
7 8