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PIM
Pullen Investment Management Portfolio holdings
AUM
$199M
1-Year Est. Return
27.98%
This Fund
S&P 500
1 Year Est. Return
+27.98%
AUM
$190M
AUM Growth
+$5.17M
(+2.8%)
Holding
106
Top Buys
| 1 | +$2.93M | |
| 2 | +$2.61M | |
| 3 | +$2.31M | |
| 4 |
FTI Consulting
FCN
|
+$1.59M |
| 5 |
Driven Brands
DRVN
|
+$1.2M |
Top Sells
| 1 | +$2.96M | |
| 2 | +$2.49M | |
| 3 | +$2.17M | |
| 4 |
Selective Insurance
SIGI
|
+$2.14M |
| 5 |
Preformed Line Products
PLPC
|
+$1.26M |
Sector Composition
| 1 | Industrials | 17.54% |
| 2 | Financials | 15.72% |
| 3 | Consumer Staples | 12.41% |
| 4 | Technology | 7.64% |
| 5 | Energy | 6.1% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Duke Energy
DUK
$97.9B
| $1.44M | 0.76% |
12,283
-87
|
|
||
52
Rentokil
RTO
$15.3B
| $1.43M | 0.75% |
48,644
-114
|
|
||
53
Exxon Mobil
XOM
$631B
| $1.41M | 0.74% |
11,731
-146
|
|
||
|
54
Preformed Line Products
PLPC
$1.74B
| $1.41M | 0.74% |
6,799
-5,904
|
|
||
55
Johnson & Johnson
JNJ
$575B
| $1.4M | 0.74% |
6,772
+26
|
|
||
56
Lockheed Martin
LMT
$122B
| $1.39M | 0.73% |
2,864
-25
|
|
||
57
Universal Technical Institute
UTI
$2.21B
| $1.33M | 0.7% |
51,052
+28,831
|
|
||
58
SoundThinking
SSTI
$101M
| $1.32M | 0.69% |
163,969
-23,021
|
|
||
59
American Vanguard Corp
AVD
$84.1M
| $1.27M | 0.67% |
331,570
-41,697
|
|
||
60
Crown Castle
CCI
$40.6B
| $1.25M | 0.66% |
14,058
-1,496
|
|
||
61
Interactive Brokers
IBKR
$38.4B
| $1.25M | 0.66% |
19,412
-336
|
|
||
62
Parsons
PSN
$6.2B
| $1.23M | 0.65% |
19,948
-710
|
|
||
|
63
Driven Brands
DRVN
$2.25B
| $1.2M | 0.63% |
+80,894
|
|
||
64
Merck
MRK
$291B
| $1.16M | 0.61% |
11,029
-69
|
|
||
65
Crown Holdings
CCK
$10.8B
| $1.15M | 0.61% |
11,208
-45
|
|
||
66
Norfolk Southern
NSC
$69.7B
| $1.14M | 0.6% |
3,959
-34
|
|
||
67
Sysco
SYY
$37.7B
| $1.06M | 0.56% |
14,424
+87
|
|
||
68
iShares Russell 2000 ETF
IWM
$78.4B
| $1.05M | 0.55% |
+4,277
|
|
||
69
Williams Companies
WMB
$89.1B
| $1.05M | 0.55% |
17,393
+331
|
|
||
|
MZTI
70
The Marzetti Company
MZTI
$2.99B
| $1.03M | 0.54% |
6,258
-162
|
|
||
71
Broadcom
AVGO
$1.78T
| $1.02M | 0.54% |
2,945
+2
|
|
||
72
JPMorgan Chase
JPM
$836B
| $1M | 0.53% |
3,112
-34
|
|
||
73
Titan Machinery
TITN
$486M
| $984K | 0.52% |
65,452
+26,116
|
|
||
74
Warner Music
WMG
$15.2B
| $950K | 0.5% |
30,963
-16,177
|
|
||
75
Verizon
VZ
$196B
| $851K | 0.45% |
20,888
-1,120
|
|