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
$561M
AUM Growth
-$55.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,112
New
Increased
Reduced
Closed

Top Buys

1
+$5.71M
2
+$5.07M
3
+$4.47M
4
AMGN icon
Amgen
AMGN
+$4.38M
5
META icon
Meta Platforms (Facebook)
META
+$4.09M

Top Sells

1
+$5.8M
2
+$5.16M
3
+$5.01M
4
COP icon
ConocoPhillips
COP
+$4.8M
5
LNC icon
Lincoln National
LNC
+$4.69M

Sector Composition

1 Financials 14.48%
2 Consumer Discretionary 14.27%
3 Industrials 11.45%
4 Technology 11.19%
5 Healthcare 10.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$695K 0.12%
+16,769
252
$691K 0.12%
+10,496
253
$690K 0.12%
+32,578
254
$689K 0.12%
+11,789
255
$688K 0.12%
6,462
+3,589
256
$687K 0.12%
+10,849
257
$686K 0.12%
+6,591
258
$685K 0.12%
+60,350
259
$681K 0.12%
+64,476
260
$680K 0.12%
+19,158
261
$679K 0.12%
+34,625
262
$676K 0.12%
76,026
+53,330
263
$675K 0.12%
+6,176
264
$672K 0.12%
3,602
-5,286
265
$670K 0.12%
21,127
-24,088
266
$669K 0.12%
13,354
-5,014
267
$668K 0.12%
19,947
+6,714
268
$664K 0.12%
+16,516
269
$664K 0.12%
+16,717
270
$662K 0.12%
1,897
-1,470
271
$660K 0.12%
28,330
+8,190
272
$655K 0.12%
17,030
-18,175
273
$654K 0.12%
22,801
-62,566
274
$648K 0.12%
71,020
+50,961
275
$646K 0.12%
+25,486
9 10
11
12 13