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
601
$247K 0.04%
+14,904
602
$246K 0.04%
80
-13
603
$246K 0.04%
5,593
-5,264
604
$246K 0.04%
13,956
-5,722
605
$246K 0.04%
+7,395
606
$245K 0.04%
+6,352
607
$245K 0.04%
+5,144
608
$244K 0.04%
+36,622
609
$243K 0.04%
+21,588
610
$243K 0.04%
7,246
-1,347
611
$242K 0.04%
+18,770
612
$241K 0.04%
8,848
+2,278
613
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+11,842
614
$239K 0.04%
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615
$239K 0.04%
+18,387
616
$239K 0.04%
3,746
-4,227
617
$236K 0.04%
8,877
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618
$236K 0.04%
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619
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620
$235K 0.04%
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621
$234K 0.04%
28,819
-57,713
622
$233K 0.04%
+12,924
623
$232K 0.04%
+11,789
624
$232K 0.04%
37,187
-37,528
625
$231K 0.04%
+9,696
23 24
25
26 27