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
176
$972K 0.17%
55,233
-32,285
177
$958K 0.17%
20,189
+11,957
178
$956K 0.17%
110,848
+45,104
179
$955K 0.17%
13,676
+7,275
180
$954K 0.17%
+185,662
181
$952K 0.17%
150,710
+45,170
182
$951K 0.17%
+16,316
183
$948K 0.17%
+13,022
184
$947K 0.17%
+14,727
185
$946K 0.17%
30,854
+18,696
186
$937K 0.17%
26,944
-25,206
187
$926K 0.17%
46,360
+31,187
188
$920K 0.16%
29,428
+5,611
189
$913K 0.16%
+6,719
190
$906K 0.16%
+17,454
191
$905K 0.16%
17,844
+5,737
192
$894K 0.16%
+12,529
193
$894K 0.16%
41,936
-36,605
194
$893K 0.16%
65,348
+47,171
195
$891K 0.16%
+10,463
196
$888K 0.16%
9,081
-17,435
197
$877K 0.16%
+10,897
198
$876K 0.16%
+11,569
199
$871K 0.16%
10,566
-3,017
200
$869K 0.15%
+5,745
6 7
8
9 10