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
126
$1.08M 0.23%
52,395
-3,807
127
$1.07M 0.23%
30,093
+21,263
128
$1.07M 0.23%
+17,492
129
$1.06M 0.23%
27,657
+9,016
130
$1.05M 0.23%
38,797
+13,752
131
$1.05M 0.22%
32,116
+25,447
132
$1.04M 0.22%
6,937
+5,649
133
$1.02M 0.22%
16,904
+10,523
134
$1.01M 0.22%
78,050
+29,150
135
$1.01M 0.22%
+5,827
136
$1M 0.22%
+8,720
137
$1M 0.21%
+7,895
138
$992K 0.21%
+14,426
139
$988K 0.21%
+43,749
140
$980K 0.21%
+12,492
141
$978K 0.21%
60,611
+46,446
142
$960K 0.21%
35,740
-8,879
143
$958K 0.21%
13,971
+4,637
144
$957K 0.21%
+27,203
145
$939K 0.2%
+47,081
146
$929K 0.2%
+4,247
147
$927K 0.2%
+36,417
148
$921K 0.2%
+17,873
149
$911K 0.2%
8,534
+2,706
150
$895K 0.19%
+9,390
4 5
6
7 8