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
201
$477K 0.15%
+6,458
202
$474K 0.15%
+3,790
203
$474K 0.15%
+9,078
204
$472K 0.15%
3,790
+2,099
205
$472K 0.15%
+5,922
206
$470K 0.15%
16,860
+5,358
207
$468K 0.15%
+12,355
208
$463K 0.14%
+8,657
209
$456K 0.14%
+37,094
210
$454K 0.14%
+31,403
211
$454K 0.14%
+7,820
212
$453K 0.14%
84,959
+70,892
213
$450K 0.14%
+2,248
214
$450K 0.14%
+37,338
215
$450K 0.14%
15,214
+955
216
$449K 0.14%
6,013
+2,713
217
$445K 0.14%
12,205
+2,816
218
$445K 0.14%
+14,718
219
$444K 0.14%
16,405
+5,662
220
$443K 0.14%
14,740
-4,680
221
$443K 0.14%
+7,533
222
$442K 0.14%
+18,542
223
$439K 0.14%
+24,416
224
$437K 0.14%
+15,104
225
$435K 0.14%
32,134
+6,903
7 8
9
10 11