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PIM

Pullen Investment Management Portfolio holdings

AUM $199M
1-Year Est. Return 27.98%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$185M
AUM Growth
+$18.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$2.25M
2
+$2.04M
3
+$1.59M
4
TBCH
Turtle Beach Corp
TBCH
+$1.1M
5
AMZN icon
Amazon
AMZN
+$680K

Top Sells

1
+$1.82M
2
+$1.8M
3
+$1.7M
4
FOX icon
Fox Class B
FOX
+$1.15M
5
OLLI icon
Ollie's Bargain Outlet
OLLI
+$933K

Sector Composition

1 Financials 17.79%
2 Industrials 14.25%
3 Consumer Staples 13.07%
4 Technology 8.53%
5 Energy 7.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.33M 1.26%
19,918
+2,751
27
$2.32M 1.25%
10,791
+3
28
$2.31M 1.25%
107,581
+15,073
29
$2.26M 1.22%
186,990
+26,337
30
$2.18M 1.18%
41,595
+5,860
31
$2.17M 1.18%
61,154
+54,668
32
$2.17M 1.18%
107,393
+15,038
33
$2.14M 1.16%
26,438
+3,690
34
$2.14M 1.16%
373,267
+52,778
35
$1.95M 1.06%
9,705
+30
36
$1.92M 1.04%
40,337
+12,122
37
$1.92M 1.04%
9,965
-75
38
$1.87M 1.01%
6,501
+60
39
$1.83M 0.99%
35,948
+5,654
40
$1.8M 0.98%
6,666
+35
41
$1.71M 0.93%
20,658
+2,975
42
$1.69M 0.91%
22,031
+49
43
$1.68M 0.91%
24,597
+117
44
$1.68M 0.91%
25,232
+142
45
$1.68M 0.91%
+15,004
46
$1.68M 0.91%
93,488
+32,853
47
$1.61M 0.87%
47,140
+130
48
$1.6M 0.86%
8,052
+13
49
$1.58M 0.85%
1,702
-16
50
$1.53M 0.83%
12,370
+72
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