PIM

Pullen Investment Management Portfolio holdings

AUM $166M
1-Year Est. Return 21.11%
This Quarter Est. Return
1 Year Est. Return
+21.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$154M
AUM Growth
+$17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$2.82M
2
+$1.4M
3
+$1.07M
4
LINC icon
Lincoln Educational Services
LINC
+$1.04M
5
TTI icon
TETRA Technologies
TTI
+$933K

Top Sells

1
+$1.15M
2
+$1.07M
3
+$1.02M
4
CCI icon
Crown Castle
CCI
+$761K
5
HUM icon
Humana
HUM
+$616K

Sector Composition

1 Financials 17.04%
2 Consumer Staples 13.43%
3 Industrials 11.18%
4 Energy 8.17%
5 Technology 6.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.76M 1.14%
7,257
+414
27
$1.75M 1.14%
86,748
+25,154
28
$1.74M 1.13%
16,810
+7,280
29
$1.7M 1.11%
12,815
-1,363
30
$1.68M 1.09%
7,431
+2,347
31
$1.64M 1.07%
30,763
+9,696
32
$1.61M 1.05%
88,296
+28,251
33
$1.61M 1.04%
6,921
-308
34
$1.59M 1.03%
6,918
-342
35
$1.58M 1.03%
17,133
+5,438
36
$1.57M 1.02%
44,133
-28,495
37
$1.57M 1.02%
27,706
-3,245
38
$1.57M 1.02%
44,646
+20,304
39
$1.57M 1.02%
19,126
+6,007
40
$1.49M 0.97%
69,907
+22,250
41
$1.49M 0.97%
3,056
-142
42
$1.48M 0.96%
47,734
-2,259
43
$1.42M 0.92%
10,198
-622
44
$1.38M 0.9%
12,847
-596
45
$1.34M 0.87%
22,954
+161
46
$1.34M 0.87%
54,004
+5,247
47
$1.34M 0.87%
86,287
-6,677
48
$1.33M 0.86%
12,329
-370
49
$1.22M 0.79%
22,460
+714
50
$1.19M 0.77%
12,736
+4,334
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2
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