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
376
$455K 0.08%
+20,382
377
$455K 0.08%
+8,797
378
$452K 0.08%
50,520
-89,910
379
$452K 0.08%
+12,798
380
$451K 0.08%
+67,860
381
$450K 0.08%
21,047
-47,992
382
$448K 0.08%
32,451
-914
383
$447K 0.08%
16,896
-31,519
384
$444K 0.08%
+32,033
385
$442K 0.08%
16,109
-94
386
$442K 0.08%
+26,165
387
$441K 0.08%
+79,542
388
$440K 0.08%
16,836
+5,482
389
$440K 0.08%
18,130
+3,690
390
$439K 0.08%
+3,031
391
$438K 0.08%
4,498
-11,004
392
$436K 0.08%
7,137
-24,422
393
$431K 0.08%
11,291
+2,923
394
$428K 0.08%
39,011
-6,572
395
$428K 0.08%
+16,072
396
$426K 0.08%
23,571
-47,772
397
$425K 0.08%
+55,342
398
$421K 0.08%
14,538
-19,218
399
$420K 0.07%
10,488
-16,907
400
$420K 0.07%
+8,625
14 15
16
17 18