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
651
$216K 0.04%
17,636
-1,500
652
$216K 0.04%
+4,409
653
$215K 0.04%
+8,961
654
$215K 0.04%
+6,132
655
$215K 0.04%
5,454
-228
656
$214K 0.04%
+1,209
657
$214K 0.04%
8,689
-6,737
658
$213K 0.04%
+2,682
659
$213K 0.04%
+8,200
660
$213K 0.04%
+743
661
$212K 0.04%
+6,170
662
$210K 0.04%
+2,239
663
$209K 0.04%
+3,389
664
$209K 0.04%
+14,243
665
$208K 0.04%
+21,706
666
$207K 0.04%
+4,510
667
$207K 0.04%
3,187
+330
668
$206K 0.04%
+9,247
669
$204K 0.04%
+7,764
670
$203K 0.04%
+9,746
671
$203K 0.04%
+6,008
672
$202K 0.04%
+18,937
673
$201K 0.04%
8,760
-2,693
674
$201K 0.04%
+25,890
675
$197K 0.04%
+12,733
25 26
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