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
1
$4.3M 0.92%
304,096
+232,780
2
$4.25M 0.91%
96,079
+87,836
3
$4.17M 0.9%
+153,844
4
$4.13M 0.89%
+91,822
5
$3.98M 0.85%
69,188
+60,591
6
$3.94M 0.85%
+96,976
7
$3.8M 0.82%
46,303
+17,165
8
$3.68M 0.79%
55,949
+25,463
9
$3.58M 0.77%
+59,006
10
$3.47M 0.74%
44,397
+40,427
11
$3.38M 0.73%
+36,697
12
$3.37M 0.72%
+160,238
13
$3.34M 0.72%
+77,183
14
$3.21M 0.69%
+56,937
15
$3.19M 0.69%
+84,449
16
$3.19M 0.68%
+36,911
17
$3.18M 0.68%
46,569
+29,887
18
$3.14M 0.67%
36,900
+29,891
19
$2.96M 0.64%
+107,625
20
$2.96M 0.64%
+130,495
21
$2.95M 0.63%
+135,839
22
$2.94M 0.63%
+45,606
23
$2.91M 0.63%
+55,921
24
$2.85M 0.61%
+53,855
25
$2.75M 0.59%
105,310
+30,237
1
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