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
76
$1.62M 0.29%
+69,413
77
$1.61M 0.29%
78,535
-1,505
78
$1.6M 0.29%
52,353
+19,838
79
$1.59M 0.28%
60,728
+313
80
$1.57M 0.28%
+44,113
81
$1.56M 0.28%
63,160
+6,732
82
$1.56M 0.28%
15,094
-7,089
83
$1.55M 0.28%
42,556
-26,142
84
$1.54M 0.27%
+60,901
85
$1.53M 0.27%
14,203
+8,998
86
$1.53M 0.27%
43,873
-29,769
87
$1.51M 0.27%
+6,629
88
$1.51M 0.27%
+45,086
89
$1.5M 0.27%
10,803
+4,984
90
$1.5M 0.27%
+66,389
91
$1.47M 0.26%
117,561
+68,764
92
$1.47M 0.26%
28,447
-18,844
93
$1.45M 0.26%
40,705
+32,513
94
$1.45M 0.26%
+15,380
95
$1.45M 0.26%
23,101
-8,395
96
$1.44M 0.26%
56,898
+48,140
97
$1.44M 0.26%
37,662
+24,474
98
$1.41M 0.25%
36,310
-120,822
99
$1.4M 0.25%
+101,076
100
$1.4M 0.25%
23,624
-23,067
2 3
4
5 6