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
$121M
AUM Growth
+$2.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$1.44M
2
+$925K
3
+$912K
4
SSTI icon
SoundThinking
SSTI
+$632K
5
BINC icon
BlackRock Flexible Income ETF
BINC
+$454K

Top Sells

1
+$1.42M
2
+$1.2M
3
+$477K
4
JBTM
JBT Marel
JBTM
+$437K
5
TMO icon
Thermo Fisher Scientific
TMO
+$388K

Sector Composition

1 Financials 16.47%
2 Consumer Staples 10.03%
3 Industrials 9.88%
4 Energy 9.8%
5 Materials 8.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$887K 0.74%
56,420
+1,600
52
$879K 0.73%
11,379
+368
53
$869K 0.72%
8,284
+197
54
$851K 0.7%
98,458
+2,077
55
$831K 0.69%
4,419
+98
56
$825K 0.68%
22,317
-852
57
$776K 0.64%
21,186
+408
58
$773K 0.64%
11,414
+837
59
$721K 0.6%
3,818
+217
60
$704K 0.58%
1,885
-113
61
$666K 0.55%
27,399
+623
62
$661K 0.55%
39,686
+1,578
63
$645K 0.53%
47,106
+803
64
$632K 0.52%
+51,862
65
$611K 0.51%
7,109
+110
66
$610K 0.51%
17,964
-6,194
67
$603K 0.5%
70,089
+1,628
68
$603K 0.5%
2,980
+186
69
$601K 0.5%
7,153
-304
70
$598K 0.5%
109,976
+3,442
71
$556K 0.46%
4,434
+134
72
$541K 0.45%
7,495
+310
73
$537K 0.44%
51,733
+1,942
74
$520K 0.43%
3,697
-268
75
$509K 0.42%
3,170
+70
1 2
3
4 5