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PIM

Pullen Investment Management Portfolio holdings

AUM $199M
1-Year Est. Return 27.98%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$185M
AUM Growth
+$18.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1 +$2.25M
2 +$2.04M
3 +$1.59M
4
TBCH
Turtle Beach Corp
TBCH
+$1.1M
5
AMZN icon
Amazon
AMZN
+$680K

Top Sells

1 +$1.82M
2 +$1.8M
3 +$1.7M
4
FOX icon
Fox Class B
FOX
+$1.15M
5
OLLI icon
Ollie's Bargain Outlet
OLLI
+$933K

Sector Composition

1 Financials 17.79%
2 Industrials 14.25%
3 Consumer Staples 13.07%
4 Technology 8.53%
5 Energy 7.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$1.5M 0.81%
15,554
-12
52
$1.45M 0.78%
8,653
+1,227
53
$1.44M 0.78%
2,889
-1
54
$1.39M 0.75%
85,761
+348
55
$1.36M 0.74%
19,748
+200
56
$1.34M 0.73%
11,877
-91
57
$1.25M 0.68%
6,746
-82
58
$1.24M 0.67%
38,614
+5,546
59
$1.23M 0.67%
48,758
+359
60
$1.2M 0.65%
3,993
+14
61
$1.18M 0.64%
14,337
+97
62
$1.17M 0.64%
+73,779
63
$1.16M 0.63%
37,842
+11,926
64
$1.11M 0.6%
6,420
+713
65
$1.09M 0.59%
11,253
+91
66
$1.08M 0.59%
17,062
+24
67
$1.08M 0.58%
8,391
-7,025
68
$992K 0.54%
3,146
+2
69
$971K 0.53%
2,943
70
$967K 0.52%
22,008
+986
71
$947K 0.51%
5,943
+47
72
$931K 0.5%
11,098
+66
73
$832K 0.45%
54,386
+413
74
$790K 0.43%
86,273
+11,256
75
$754K 0.41%
1