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
451
$372K 0.07%
+4,312
452
$372K 0.07%
2,401
-2,176
453
$370K 0.07%
+18,678
454
$368K 0.07%
+15,005
455
$367K 0.07%
+22,184
456
$367K 0.07%
28,923
-45,542
457
$361K 0.06%
5,032
+1,520
458
$358K 0.06%
19,561
+5,844
459
$356K 0.06%
6,746
-7,107
460
$356K 0.06%
+12,031
461
$351K 0.06%
+9,730
462
$351K 0.06%
+24,236
463
$351K 0.06%
+23,215
464
$351K 0.06%
22,436
-9,092
465
$351K 0.06%
+10,086
466
$350K 0.06%
+11,206
467
$349K 0.06%
+13,199
468
$347K 0.06%
15,531
-180
469
$347K 0.06%
30,538
+7,307
470
$346K 0.06%
2,455
-4,127
471
$346K 0.06%
23,012
-12,314
472
$345K 0.06%
+11,550
473
$344K 0.06%
+7,315
474
$343K 0.06%
9,904
-86,881
475
$342K 0.06%
+7,224
17 18
19
20 21