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
$154M
AUM Growth
+$17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$2.82M
2
+$1.4M
3
+$1.07M
4
LINC icon
Lincoln Educational Services
LINC
+$1.04M
5
TTI icon
TETRA Technologies
TTI
+$933K

Top Sells

1
+$1.15M
2
+$1.07M
3
+$1.02M
4
CCI icon
Crown Castle
CCI
+$761K
5
HUM icon
Humana
HUM
+$616K

Sector Composition

1 Financials 17.04%
2 Consumer Staples 13.43%
3 Industrials 11.18%
4 Energy 8.17%
5 Technology 6.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.18M 0.77%
32,151
+841
52
$1.15M 0.75%
47,528
+31,982
53
$1.14M 0.74%
11,486
-1,348
54
$1.09M 0.71%
4,831
-159
55
$1.07M 0.69%
+6,135
56
$1.06M 0.69%
23,232
-25,051
57
$1.06M 0.69%
28,485
-11,067
58
$1.03M 0.67%
28,108
-2,114
59
$1.02M 0.66%
12,028
+3,849
60
$1.02M 0.66%
18,865
-842
61
$1.01M 0.66%
180,819
+55,459
62
$995K 0.65%
21,583
-1,315
63
$976K 0.63%
60,368
-896
64
$955K 0.62%
5,517
+1,301
65
$931K 0.61%
18,366
-1,034
66
$927K 0.6%
6,407
-927
67
$918K 0.6%
20,788
-1,544
68
$918K 0.6%
+60,246
69
$908K 0.59%
10,047
-1,200
70
$870K 0.57%
3,707
-687
71
$825K 0.54%
178,242
+97,099
72
$796K 0.52%
4,655
+1,460
73
$752K 0.49%
+3,402
74
$739K 0.48%
8,142
-8,386
75
$733K 0.48%
3,057
+144
1 2
3
4 5