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
$507M
AUM Growth
+$41.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,050
New
Increased
Reduced
Closed

Top Buys

1
+$6.72M
2
+$4.88M
3
+$4.68M
4
COR icon
Cencora
COR
+$4.58M
5
RTN
Raytheon Company
RTN
+$4.45M

Top Sells

1
+$4.25M
2
+$3.47M
3
+$3.38M
4
LNC icon
Lincoln National
LNC
+$3.37M
5
VMW
VMware, Inc
VMW
+$3.26M

Sector Composition

1 Industrials 14.95%
2 Financials 13.24%
3 Consumer Discretionary 12.84%
4 Technology 11.97%
5 Healthcare 11.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.05M 0.4%
78,868
+35,119
52
$2.02M 0.4%
36,403
+1,270
53
$2M 0.39%
+29,318
54
$1.95M 0.38%
+107,735
55
$1.95M 0.38%
+20,049
56
$1.95M 0.38%
+41,776
57
$1.93M 0.38%
+51,768
58
$1.92M 0.38%
+20,870
59
$1.91M 0.38%
+57,605
60
$1.89M 0.37%
+62,598
61
$1.88M 0.37%
24,575
+14,211
62
$1.87M 0.37%
41,395
+15,909
63
$1.86M 0.37%
85,802
+24,999
64
$1.83M 0.36%
24,607
+8,392
65
$1.81M 0.36%
41,576
+28,871
66
$1.81M 0.36%
10,602
+1,689
67
$1.8M 0.36%
15,850
+11,215
68
$1.8M 0.35%
19,338
+6,109
69
$1.78M 0.35%
14,281
+7,567
70
$1.78M 0.35%
35,608
+24,767
71
$1.74M 0.34%
+54,708
72
$1.73M 0.34%
+25,652
73
$1.73M 0.34%
+34,992
74
$1.7M 0.34%
22,103
+6,281
75
$1.68M 0.33%
12,830
+7,735
1 2
3
4 5