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
301
$592K 0.11%
+15,587
302
$591K 0.11%
39,656
+21,109
303
$590K 0.11%
+19,412
304
$585K 0.1%
+9,190
305
$584K 0.1%
11,631
+7,590
306
$584K 0.1%
+35,488
307
$583K 0.1%
4,394
+2,423
308
$582K 0.1%
+19,746
309
$579K 0.1%
11,598
+1,601
310
$578K 0.1%
12,406
+2,384
311
$575K 0.1%
12,498
+5,315
312
$574K 0.1%
9,274
+6,028
313
$566K 0.1%
+17,245
314
$566K 0.1%
29,801
+1,499
315
$565K 0.1%
52,889
-25,430
316
$563K 0.1%
7,145
-12,332
317
$559K 0.1%
9,457
+620
318
$559K 0.1%
+8,348
319
$557K 0.1%
+6,760
320
$555K 0.1%
+13,658
321
$553K 0.1%
24,578
-95,441
322
$553K 0.1%
+12,170
323
$553K 0.1%
7,557
+2,217
324
$551K 0.1%
6,298
+4,244
325
$547K 0.1%
4,871
+2,774
11 12
13
14 15