PIM

Pullen Investment Management Portfolio holdings

AUM $185M
1-Year Est. Return 19.23%
This Quarter Est. Return
1 Year Est. Return
+19.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$158M
AUM Growth
+$4.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$1.52M
2
+$1.21M
3
+$1.11M
4
SYY icon
Sysco
SYY
+$1.07M
5
VZ icon
Verizon
VZ
+$1.01M

Top Sells

1
+$2.82M
2
+$2.14M
3
+$1.75M
4
CRK icon
Comstock Resources
CRK
+$1.61M
5
D icon
Dominion Energy
D
+$1.02M

Sector Composition

1 Financials 18.53%
2 Consumer Staples 13.95%
3 Industrials 11.78%
4 Technology 7.81%
5 Energy 7.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.28M 0.81%
7,357
+2,702
52
$1.27M 0.8%
22,990
+15,935
53
$1.21M 0.76%
+67,977
54
$1.18M 0.74%
22,293
-939
55
$1.13M 0.71%
6,815
+408
56
$1.11M 0.7%
+48,634
57
$1.11M 0.7%
26,147
-1,961
58
$1.08M 0.68%
48,961
+1,433
59
$1.07M 0.68%
+14,309
60
$1.07M 0.68%
243,143
+64,901
61
$1.06M 0.67%
9,094
+2,877
62
$1.05M 0.66%
11,721
+235
63
$1.05M 0.66%
62,084
+1,716
64
$1.03M 0.65%
17,447
+314
65
$1.03M 0.65%
32,633
+482
66
$1.01M 0.64%
+22,272
67
$1M 0.63%
11,230
+5,521
68
$995K 0.63%
5,688
+171
69
$949K 0.6%
5,919
-216
70
$947K 0.6%
3,998
+291
71
$884K 0.56%
12,361
+333
72
$883K 0.56%
+76,895
73
$880K 0.56%
10,028
-19
74
$826K 0.52%
57,078
+3,074
75
$811K 0.51%
19,592
-1,196
1 2
3
4 5