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
101
$1.38M 0.25%
+44,541
102
$1.37M 0.24%
+32,563
103
$1.37M 0.24%
16,088
+10,632
104
$1.35M 0.24%
19,587
-5,246
105
$1.35M 0.24%
+97,804
106
$1.35M 0.24%
+33,821
107
$1.33M 0.24%
+51,218
108
$1.33M 0.24%
10,150
+1,720
109
$1.33M 0.24%
+17,013
110
$1.31M 0.23%
76,038
-12,350
111
$1.3M 0.23%
49,077
+2,300
112
$1.3M 0.23%
24,761
-9,941
113
$1.29M 0.23%
69,639
+31,288
114
$1.28M 0.23%
16,173
-23,713
115
$1.28M 0.23%
+47,088
116
$1.26M 0.23%
6,682
-6,437
117
$1.25M 0.22%
27,114
+15,887
118
$1.24M 0.22%
17,872
+14,306
119
$1.24M 0.22%
42,623
-2,836
120
$1.23M 0.22%
13,753
+4,301
121
$1.23M 0.22%
+53,334
122
$1.22M 0.22%
9,384
-17,686
123
$1.22M 0.22%
+16,459
124
$1.2M 0.21%
18,714
+3,679
125
$1.2M 0.21%
51,923
-62,681
3 4
5
6 7