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
401
$420K 0.07%
11,955
-41,506
402
$419K 0.07%
+18,234
403
$418K 0.07%
19,162
-10,279
404
$418K 0.07%
26,112
+3,818
405
$417K 0.07%
+6,430
406
$416K 0.07%
20,205
-1,748
407
$415K 0.07%
5,594
-32,636
408
$414K 0.07%
+2,829
409
$414K 0.07%
+6,267
410
$412K 0.07%
+12,820
411
$411K 0.07%
5,206
+1,638
412
$407K 0.07%
+15,150
413
$406K 0.07%
+6,406
414
$405K 0.07%
+6,297
415
$402K 0.07%
+5,654
416
$402K 0.07%
+11,203
417
$401K 0.07%
+5,368
418
$400K 0.07%
+35,072
419
$399K 0.07%
+64,950
420
$398K 0.07%
2,523
-15,231
421
$396K 0.07%
+6,286
422
$396K 0.07%
60,798
+48,060
423
$395K 0.07%
+15,193
424
$395K 0.07%
11,917
-7,101
425
$393K 0.07%
8,288
+315
15 16
17
18 19