PIM

Pullen Investment Management Portfolio holdings

AUM $190M
1-Year Est. Return 21.55%
This Quarter Est. Return
1 Year Est. Return
+21.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$166M
AUM Growth
+$7.66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$1.24M
2
+$1.07M
3
+$976K
4
OLLI icon
Ollie's Bargain Outlet
OLLI
+$833K
5
THS icon
Treehouse Foods
THS
+$809K

Top Sells

1
+$1.81M
2
+$1.72M
3
+$1.56M
4
LINC icon
Lincoln Educational Services
LINC
+$1.25M
5
MP icon
MP Materials
MP
+$786K

Sector Composition

1 Financials 17.04%
2 Consumer Staples 14.19%
3 Industrials 12.9%
4 Technology 9.12%
5 Energy 7.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.93M 1.16%
92,508
+24,531
27
$1.92M 1.15%
17,167
+177
28
$1.91M 1.15%
32,837
-92
29
$1.89M 1.14%
35,735
+23,374
30
$1.86M 1.12%
19,682
+253
31
$1.83M 1.1%
6,631
-30
32
$1.82M 1.1%
13,156
+146
33
$1.8M 1.09%
9,675
-61
34
$1.8M 1.09%
49,615
+654
35
$1.79M 1.08%
92,355
+41,680
36
$1.79M 1.08%
85,413
-481
37
$1.77M 1.07%
85,099
+195
38
$1.76M 1.06%
7,577
-51
39
$1.75M 1.05%
10,921
+101
40
$1.73M 1.04%
25,090
-102
41
$1.7M 1.02%
1,718
-13
42
$1.7M 1.02%
24,480
-135
43
$1.7M 1.02%
28,813
+12,864
44
$1.69M 1.02%
6,441
-23
45
$1.67M 1%
10,040
-180
46
$1.62M 0.97%
21,982
-118
47
$1.6M 0.96%
15,566
-60
48
$1.54M 0.93%
28,215
+5,225
49
$1.54M 0.93%
30,294
+2,658
50
$1.45M 0.87%
12,298
-72
1
2
3 4 5