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
701
$156K 0.03%
+22,219
702
$154K 0.03%
6,575
+3,064
703
$151K 0.03%
+22,536
704
$149K 0.03%
+16,098
705
$149K 0.03%
+11,270
706
$148K 0.03%
10,429
-41,837
707
$145K 0.03%
+16,891
708
$145K 0.03%
1,058
-3,937
709
$143K 0.03%
+1,395
710
$142K 0.03%
22,826
+12,174
711
$142K 0.03%
+13,242
712
$141K 0.03%
10,733
-36,210
713
$138K 0.02%
+12,616
714
$132K 0.02%
10,844
-8,914
715
$132K 0.02%
+19,924
716
$131K 0.02%
+21,138
717
$131K 0.02%
10,261
-8,063
718
$130K 0.02%
+10,781
719
$127K 0.02%
+17,590
720
$125K 0.02%
10,043
-249
721
$125K 0.02%
13,650
+1,052
722
$125K 0.02%
+15,099
723
$120K 0.02%
+16,273
724
$111K 0.02%
16,694
-12,937
725
$109K 0.02%
+13,912
27 28
29
30 31