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
426
$392K 0.07%
+7,234
427
$391K 0.07%
+20,059
428
$390K 0.07%
+16,257
429
$390K 0.07%
+10,568
430
$389K 0.07%
4,526
-16,890
431
$388K 0.07%
+11,200
432
$388K 0.07%
+8,283
433
$386K 0.07%
+17,720
434
$386K 0.07%
6,903
-1,294
435
$386K 0.07%
15,894
-2,707
436
$385K 0.07%
+15,088
437
$384K 0.07%
+10,489
438
$383K 0.07%
15,883
-5,539
439
$381K 0.07%
5,448
-39,187
440
$381K 0.07%
19,652
+3,737
441
$381K 0.07%
+5,444
442
$380K 0.07%
+13,028
443
$380K 0.07%
+19,482
444
$380K 0.07%
14,410
+2,473
445
$378K 0.07%
+31,346
446
$378K 0.07%
+7,896
447
$376K 0.07%
13,526
+7,582
448
$376K 0.07%
18,003
-20,456
449
$376K 0.07%
15,057
-3,139
450
$375K 0.07%
+1,787
16 17
18
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