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
26
$2.59M 0.46%
+25,518
27
$2.56M 0.46%
+32,187
28
$2.53M 0.45%
38,047
+30,776
29
$2.52M 0.45%
+38,429
30
$2.51M 0.45%
16,065
+9,056
31
$2.47M 0.44%
48,175
+34,390
32
$2.39M 0.43%
+9,876
33
$2.38M 0.42%
+44,054
34
$2.37M 0.42%
37,051
+25,562
35
$2.36M 0.42%
12,421
+9,878
36
$2.35M 0.42%
+31,531
37
$2.35M 0.42%
+60,462
38
$2.34M 0.42%
70,263
+60,153
39
$2.31M 0.41%
62,117
-11,097
40
$2.23M 0.4%
57,534
-647
41
$2.23M 0.4%
+57,614
42
$2.21M 0.39%
+32,922
43
$2.14M 0.38%
+47,137
44
$2.13M 0.38%
43,481
+25,015
45
$2.06M 0.37%
38,760
+4,951
46
$2.04M 0.36%
+21,281
47
$2.01M 0.36%
71,253
+25,625
48
$2M 0.36%
40,736
+28,690
49
$1.97M 0.35%
+43,614
50
$1.95M 0.35%
59,625
+39,894
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