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
526
$301K 0.05%
+3,933
527
$300K 0.05%
+16,062
528
$300K 0.05%
+4,763
529
$298K 0.05%
+1,078
530
$298K 0.05%
+16,478
531
$298K 0.05%
+38,143
532
$297K 0.05%
19,027
+5,832
533
$297K 0.05%
5,087
-8,719
534
$293K 0.05%
29,810
-34,269
535
$292K 0.05%
+19,360
536
$290K 0.05%
+28,405
537
$289K 0.05%
4,791
-5,910
538
$289K 0.05%
+7,794
539
$289K 0.05%
+14,433
540
$288K 0.05%
6,176
-3,157
541
$287K 0.05%
4,730
-5,322
542
$286K 0.05%
+17,043
543
$286K 0.05%
+7,421
544
$285K 0.05%
13,472
-6,958
545
$284K 0.05%
+5,574
546
$283K 0.05%
+10,467
547
$282K 0.05%
6,713
+2,630
548
$279K 0.05%
+6,657
549
$279K 0.05%
+6,990
550
$279K 0.05%
6,908
+1,731
20 21
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