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
$118M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$8.02M
2
+$5.52M
3
+$4.79M
4
MSFT icon
Microsoft
MSFT
+$4.05M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$3.94M

Top Sells

No sells this quarter

Sector Composition

1 Financials 17.94%
2 Energy 10.25%
3 Industrials 9.48%
4 Consumer Staples 9.25%
5 Materials 8.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$809K 0.68%
+20,778
52
$809K 0.68%
+52,678
53
$800K 0.68%
+9,460
54
$797K 0.67%
+4,321
55
$794K 0.67%
+7,457
56
$789K 0.67%
+20,258
57
$767K 0.65%
+50,872
58
$747K 0.63%
+3,601
59
$694K 0.59%
+22,600
60
$693K 0.59%
+1,998
61
$646K 0.55%
+13,134
62
$636K 0.54%
+10,577
63
$635K 0.54%
+26,776
64
$623K 0.53%
+6,999
65
$617K 0.52%
+46,303
66
$611K 0.52%
+3,965
67
$586K 0.49%
+4,300
68
$560K 0.47%
+2,794
69
$559K 0.47%
+106,534
70
$546K 0.46%
+38,108
71
$515K 0.43%
+1,069
72
$503K 0.42%
+7,893
73
$482K 0.41%
+7,185
74
$473K 0.4%
+2,727
75
$469K 0.4%
+13,140
1 2
3
4