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
51
$1.92M 0.34%
7,505
+5,923
52
$1.92M 0.34%
33,456
+16,478
53
$1.88M 0.34%
18,784
-672
54
$1.85M 0.33%
+15,406
55
$1.85M 0.33%
+11,181
56
$1.85M 0.33%
42,963
-1,176
57
$1.84M 0.33%
113,826
+72,553
58
$1.84M 0.33%
+89,826
59
$1.82M 0.32%
+39,407
60
$1.81M 0.32%
18,507
-11,886
61
$1.74M 0.31%
+64,287
62
$1.74M 0.31%
+15,293
63
$1.73M 0.31%
+24,792
64
$1.72M 0.31%
21,108
-10,062
65
$1.71M 0.3%
73,032
+55,098
66
$1.7M 0.3%
+38,652
67
$1.69M 0.3%
+12,833
68
$1.69M 0.3%
29,504
+12,001
69
$1.67M 0.3%
+44,270
70
$1.66M 0.3%
83,710
-41,758
71
$1.66M 0.3%
+21,542
72
$1.66M 0.3%
38,614
+10,298
73
$1.65M 0.29%
+28,870
74
$1.65M 0.29%
14,754
+366
75
$1.64M 0.29%
16,093
-13,227
1 2
3
4 5