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
476
$339K 0.06%
+14,415
477
$337K 0.06%
11,358
+2,183
478
$334K 0.06%
+7,743
479
$333K 0.06%
+37,286
480
$332K 0.06%
+20,790
481
$331K 0.06%
+7,562
482
$331K 0.06%
+4,284
483
$331K 0.06%
3,427
-45,239
484
$330K 0.06%
39,371
-14,396
485
$329K 0.06%
+25,625
486
$329K 0.06%
38,689
-62,712
487
$329K 0.06%
+12,609
488
$329K 0.06%
15,084
+838
489
$328K 0.06%
4,054
+212
490
$328K 0.06%
43,838
+11,268
491
$327K 0.06%
11,334
+1,464
492
$326K 0.06%
+7,540
493
$325K 0.06%
4,416
-2,222
494
$324K 0.06%
+7,397
495
$323K 0.06%
4,356
-3,216
496
$323K 0.06%
+3,911
497
$322K 0.06%
10,634
-4,966
498
$321K 0.06%
+7,582
499
$321K 0.06%
+5,375
500
$321K 0.06%
+7,608
18 19
20
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