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
126
$1.2M 0.21%
+14,260
127
$1.2M 0.21%
29,171
-85,313
128
$1.19M 0.21%
+22,280
129
$1.19M 0.21%
+25,612
130
$1.19M 0.21%
21,944
+5,376
131
$1.18M 0.21%
30,121
-6,145
132
$1.18M 0.21%
+87,399
133
$1.18M 0.21%
+16,744
134
$1.18M 0.21%
16,057
+11,593
135
$1.18M 0.21%
+27,018
136
$1.17M 0.21%
+17,777
137
$1.17M 0.21%
6,377
+2,852
138
$1.16M 0.21%
+24,843
139
$1.13M 0.2%
123,577
+96,603
140
$1.13M 0.2%
+21,882
141
$1.12M 0.2%
+34,335
142
$1.12M 0.2%
+15,589
143
$1.12M 0.2%
+32,198
144
$1.12M 0.2%
45,767
-32,508
145
$1.12M 0.2%
15,810
+10,836
146
$1.12M 0.2%
36,344
+28,937
147
$1.11M 0.2%
+10,876
148
$1.1M 0.2%
+50,520
149
$1.1M 0.2%
87,322
+5,462
150
$1.08M 0.19%
+11,873
4 5
6
7 8