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
626
$231K 0.04%
+24,457
627
$230K 0.04%
+16,816
628
$230K 0.04%
31,586
+12,464
629
$230K 0.04%
20,757
-102,549
630
$230K 0.04%
+5,627
631
$228K 0.04%
16,602
-219,300
632
$226K 0.04%
+3,763
633
$226K 0.04%
+10,677
634
$225K 0.04%
+5,202
635
$224K 0.04%
+33,204
636
$224K 0.04%
+23,302
637
$223K 0.04%
+6,126
638
$223K 0.04%
1,346
-1,280
639
$223K 0.04%
+6,395
640
$221K 0.04%
4,369
-7,687
641
$219K 0.04%
10,257
-4,289
642
$219K 0.04%
8,219
-26,001
643
$218K 0.04%
+11,015
644
$218K 0.04%
+19,440
645
$218K 0.04%
7,326
-6,102
646
$218K 0.04%
23,781
+2,843
647
$217K 0.04%
+15,120
648
$217K 0.04%
+1,489
649
$217K 0.04%
+1,001
650
$217K 0.04%
1,305
+437
24 25
26
27 28