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
76
$1.67M 0.33%
30,118
-23,737
77
$1.66M 0.33%
30,583
-309
78
$1.64M 0.32%
139,597
+34,039
79
$1.62M 0.32%
+40,146
80
$1.61M 0.32%
31,294
+21,592
81
$1.61M 0.32%
+53,757
82
$1.61M 0.32%
+24,490
83
$1.57M 0.31%
47,007
+33,321
84
$1.56M 0.31%
+22,525
85
$1.56M 0.31%
+12,096
86
$1.56M 0.31%
30,396
+5,128
87
$1.55M 0.31%
+35,158
88
$1.54M 0.3%
115,800
+750
89
$1.48M 0.29%
50,469
-16,863
90
$1.48M 0.29%
+28,911
91
$1.48M 0.29%
28,045
+22,158
92
$1.47M 0.29%
+14,150
93
$1.47M 0.29%
24,765
+10,339
94
$1.47M 0.29%
+43,713
95
$1.46M 0.29%
+60,692
96
$1.45M 0.29%
+27,520
97
$1.42M 0.28%
18,280
-2,249
98
$1.41M 0.28%
+11,152
99
$1.4M 0.28%
28,881
+13,341
100
$1.39M 0.27%
+35,545
2 3
4
5 6