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
576
$262K 0.05%
+5,310
577
$262K 0.05%
17,173
+984
578
$262K 0.05%
21,986
-2,884
579
$261K 0.05%
+5,064
580
$261K 0.05%
+8,163
581
$261K 0.05%
9,963
+1,284
582
$261K 0.05%
8,594
-22,974
583
$260K 0.05%
+3,615
584
$260K 0.05%
+16,464
585
$260K 0.05%
+20,048
586
$257K 0.05%
+11,032
587
$255K 0.05%
43,746
+21,309
588
$254K 0.05%
+11,722
589
$254K 0.05%
+13,041
590
$253K 0.05%
+13,500
591
$253K 0.05%
+5,319
592
$253K 0.05%
+9,088
593
$252K 0.04%
+39,588
594
$252K 0.04%
10,694
-2,296
595
$252K 0.04%
19,034
-10,800
596
$251K 0.04%
+17,000
597
$250K 0.04%
+5,621
598
$249K 0.04%
+16,355
599
$249K 0.04%
+3,620
600
$249K 0.04%
+11,282
22 23
24
25 26