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
151
$1.08M 0.19%
+42,957
152
$1.07M 0.19%
85,576
+57,714
153
$1.07M 0.19%
+11,426
154
$1.07M 0.19%
106,229
-145,542
155
$1.06M 0.19%
16,758
-11,742
156
$1.06M 0.19%
+8,471
157
$1.06M 0.19%
+17,377
158
$1.05M 0.19%
127,695
+67,489
159
$1.05M 0.19%
+26,823
160
$1.05M 0.19%
7,994
+3,988
161
$1.04M 0.19%
+24,092
162
$1.04M 0.19%
19,410
-43,927
163
$1.04M 0.18%
+11,444
164
$1.03M 0.18%
56,284
+36,509
165
$1.02M 0.18%
+39,674
166
$1.01M 0.18%
21,014
+13,803
167
$1.01M 0.18%
+9,323
168
$1M 0.18%
+9,323
169
$996K 0.18%
23,048
+16,532
170
$996K 0.18%
19,536
-19,677
171
$994K 0.18%
34,081
+22,882
172
$993K 0.18%
+19,102
173
$983K 0.18%
+27,480
174
$983K 0.18%
+16,496
175
$983K 0.18%
+10,330
5 6
7
8 9