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
126
$677K 0.21%
+29,666
127
$674K 0.21%
+10,491
128
$667K 0.21%
+26,943
129
$665K 0.21%
24,278
+15,627
130
$658K 0.2%
+21,125
131
$658K 0.2%
+8,943
132
$645K 0.2%
+9,583
133
$644K 0.2%
27,988
+13,526
134
$644K 0.2%
29,257
+19,022
135
$642K 0.2%
+24,011
136
$640K 0.2%
19,609
+4,635
137
$639K 0.2%
+9,656
138
$631K 0.2%
+127
139
$625K 0.19%
+6,310
140
$625K 0.19%
+23,114
141
$623K 0.19%
+13,702
142
$623K 0.19%
+16,482
143
$616K 0.19%
+15,473
144
$614K 0.19%
+7,402
145
$613K 0.19%
+8,521
146
$597K 0.19%
11,778
+3,067
147
$588K 0.18%
+13,524
148
$588K 0.18%
+24,208
149
$585K 0.18%
+6,453
150
$584K 0.18%
+13,302
4 5
6
7 8