PIM

Pullen Investment Management Portfolio holdings

AUM $190M
1-Year Est. Return 21.55%
This Quarter Est. Return
1 Year Est. Return
+21.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$166M
AUM Growth
+$7.66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$1.24M
2
+$1.07M
3
+$976K
4
OLLI icon
Ollie's Bargain Outlet
OLLI
+$833K
5
THS icon
Treehouse Foods
THS
+$809K

Top Sells

1
+$1.81M
2
+$1.72M
3
+$1.56M
4
LINC icon
Lincoln Educational Services
LINC
+$1.25M
5
MP icon
MP Materials
MP
+$786K

Sector Composition

1 Financials 17.04%
2 Consumer Staples 14.19%
3 Industrials 12.9%
4 Technology 9.12%
5 Energy 7.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.4M 0.84%
7,426
+69
52
$1.34M 0.81%
2,890
-4
53
$1.29M 0.78%
11,968
+97
54
$1.28M 0.77%
47,010
-229
55
$1.27M 0.76%
17,683
+236
56
$1.26M 0.76%
320,489
+77,346
57
$1.16M 0.7%
48,399
-235
58
$1.15M 0.69%
11,162
-68
59
$1.15M 0.69%
22,189
-104
60
$1.11M 0.67%
33,068
+435
61
$1.08M 0.65%
19,548
-44
62
$1.08M 0.65%
14,240
-69
63
$1.07M 0.64%
17,038
-5,984
64
$1.05M 0.63%
5,896
-23
65
$1.04M 0.63%
6,828
+13
66
$1.02M 0.61%
3,979
-19
67
$986K 0.59%
5,707
+19
68
$975K 0.59%
9,972
-56
69
$959K 0.58%
25,916
-231
70
$911K 0.55%
3,144
-19
71
$910K 0.55%
21,022
-1,250
72
$904K 0.54%
60,635
+3,557
73
$873K 0.53%
11,032
-689
74
$871K 0.52%
53,973
-8,111
75
$811K 0.49%
2,943
-67
1 2
3
4 5