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
151
$339K 0.25%
+2,527
152
$338K 0.25%
+10,095
153
$337K 0.25%
+18,336
154
$337K 0.25%
+5,317
155
$334K 0.24%
+23,216
156
$334K 0.24%
+6,885
157
$333K 0.24%
+8,219
158
$329K 0.24%
+5,051
159
$328K 0.24%
+13,795
160
$326K 0.24%
+13,232
161
$326K 0.24%
+7,364
162
$325K 0.24%
+39,432
163
$325K 0.24%
+9,389
164
$324K 0.24%
+9,746
165
$324K 0.24%
+11,364
166
$323K 0.24%
+51,862
167
$323K 0.24%
+4,526
168
$322K 0.24%
+5,350
169
$322K 0.24%
+7,160
170
$321K 0.24%
+25,231
171
$321K 0.24%
+3,916
172
$320K 0.23%
+3,822
173
$317K 0.23%
+5,578
174
$317K 0.23%
+4,427
175
$317K 0.23%
+11,425
5 6
7
8 9