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
676
$196K 0.03%
+15,018
677
$193K 0.03%
+14,356
678
$193K 0.03%
+2,604
679
$191K 0.03%
29,115
-2,362
680
$189K 0.03%
26,452
-14,159
681
$182K 0.03%
12,487
+1,711
682
$180K 0.03%
+16,007
683
$180K 0.03%
+14,781
684
$179K 0.03%
+21,663
685
$178K 0.03%
16,107
-245,016
686
$177K 0.03%
+18,810
687
$176K 0.03%
11,012
-1,768
688
$174K 0.03%
+11,079
689
$173K 0.03%
+38,966
690
$169K 0.03%
+19,164
691
$165K 0.03%
+485
692
$164K 0.03%
+28,328
693
$163K 0.03%
20,991
+9,241
694
$163K 0.03%
10,519
+2,507
695
$163K 0.03%
+15,476
696
$161K 0.03%
+16,141
697
$161K 0.03%
+18,090
698
$161K 0.03%
+12,379
699
$160K 0.03%
18,399
-1,131
700
$156K 0.03%
+11,153
26 27
28
29 30