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
551
$279K 0.05%
+13,503
552
$279K 0.05%
+12,733
553
$278K 0.05%
+4,907
554
$277K 0.05%
+5,856
555
$276K 0.05%
6,599
-2,691
556
$273K 0.05%
+3,945
557
$273K 0.05%
14,204
-4,082
558
$273K 0.05%
+19,563
559
$272K 0.05%
+24,802
560
$272K 0.05%
21,081
-16,313
561
$271K 0.05%
+4,479
562
$269K 0.05%
35,661
+20,449
563
$269K 0.05%
+5,851
564
$268K 0.05%
+9,604
565
$267K 0.05%
+4,840
566
$266K 0.05%
11,268
-7,225
567
$266K 0.05%
+3,154
568
$266K 0.05%
25,753
+406
569
$265K 0.05%
+12,229
570
$264K 0.05%
4,432
-4,124
571
$264K 0.05%
+17,644
572
$263K 0.05%
+9,469
573
$263K 0.05%
+40,012
574
$262K 0.05%
55,768
-33,420
575
$262K 0.05%
+5,324
21 22
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