PIM

Pullen Investment Management Portfolio holdings

AUM $185M
1-Year Est. Return 19.23%
This Quarter Est. Return
1 Year Est. Return
+19.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$158M
AUM Growth
+$4.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$1.52M
2
+$1.21M
3
+$1.11M
4
SYY icon
Sysco
SYY
+$1.07M
5
VZ icon
Verizon
VZ
+$1.01M

Top Sells

1
+$2.82M
2
+$2.14M
3
+$1.75M
4
CRK icon
Comstock Resources
CRK
+$1.61M
5
D icon
Dominion Energy
D
+$1.02M

Sector Composition

1 Financials 18.53%
2 Consumer Staples 13.95%
3 Industrials 11.78%
4 Technology 7.81%
5 Energy 7.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.81M 1.14%
31,265
+502
27
$1.77M 1.12%
6,661
-260
28
$1.74M 1.1%
518,371
+10,721
29
$1.71M 1.08%
44,922
+789
30
$1.71M 1.08%
9,736
-406
31
$1.69M 1.07%
28,341
+635
32
$1.68M 1.06%
65,229
-30,181
33
$1.65M 1.04%
84,904
-1,383
34
$1.64M 1.03%
1,731
-203
35
$1.63M 1.03%
15,626
+7,484
36
$1.62M 1.03%
19,429
+303
37
$1.62M 1.02%
7,628
+2,797
38
$1.59M 1%
32,929
+4,444
39
$1.57M 0.99%
22,100
-854
40
$1.52M 0.96%
+24,615
41
$1.52M 0.96%
10,820
+6,082
42
$1.51M 0.95%
12,370
-477
43
$1.5M 0.95%
6,464
-454
44
$1.49M 0.94%
10,220
+22
45
$1.48M 0.94%
47,239
-495
46
$1.41M 0.89%
11,871
-458
47
$1.4M 0.89%
27,636
+9,270
48
$1.38M 0.87%
23,022
+562
49
$1.37M 0.87%
50,675
+6,029
50
$1.29M 0.82%
2,894
-162
1
2
3 4 5