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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
$199M
AUM Growth
+$9.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$3.35M
2
+$2.72M
3
+$2.13M
4
ODFL icon
Old Dominion Freight Line
ODFL
+$1.79M
5
ALG icon
Alamo Group
ALG
+$1.68M

Top Sells

1
+$5.24M
2
+$3.06M
3
+$2.98M
4
SENEA icon
Seneca Foods Class A
SENEA
+$1.76M
5
SPB icon
Spectrum Brands
SPB
+$1.31M

Sector Composition

1 Industrials 22.04%
2 Financials 15.5%
3 Consumer Staples 10.45%
4 Energy 7.32%
5 Technology 6.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AVGO icon
76
Broadcom
AVGO
$1.8T
$915K 0.46%
2,957
+12
JPM icon
77
JPMorgan Chase
JPM
$837B
$913K 0.46%
3,103
-9
SHEL icon
78
Shell
SHEL
$241B
$767K 0.39%
8,247
+30
BRK.A icon
79
Berkshire Hathaway Class A
BRK.A
$1.05T
$718K 0.36%
1
WMT icon
80
Walmart Inc
WMT
$953B
$676K 0.34%
5,443
+5
AMZN icon
81
Amazon
AMZN
$2.57T
$627K 0.31%
3,009
+5
IAU icon
82
iShares Gold Trust
IAU
$64B
$620K 0.31%
7,030
+38
V icon
83
Visa
V
$616B
$568K 0.29%
1,880
+9
CMDY icon
84
iShares Bloomberg Roll Select Commodity Strategy ETF
CMDY
$547M
$542K 0.27%
9,114
+237
WTRG icon
85
Essential Utilities
WTRG
$10.7B
$499K 0.25%
12,381
+620
MA icon
86
Mastercard
MA
$433B
$472K 0.24%
945
JBBB icon
87
Janus Henderson B-BBB CLO ETF
JBBB
$1.2B
$404K 0.2%
8,679
+11
BINC icon
88
BlackRock Flexible Income ETF
BINC
$16.2B
$403K 0.2%
7,758
+46
IVW icon
89
iShares S&P 500 Growth ETF
IVW
$72B
$388K 0.19%
3,428
VUG icon
90
Vanguard Growth ETF
VUG
$219B
$368K 0.18%
5,052
CDW icon
91
CDW
CDW
$16.8B
$367K 0.18%
3,031
+698
PAAS icon
92
Pan American Silver
PAAS
$18.8B
$354K 0.18%
6,472
-103
HUM icon
93
Humana
HUM
$44.2B
$348K 0.17%
+2,009
VTV icon
94
Vanguard Value ETF
VTV
$180B
$311K 0.16%
1,583
EQT icon
95
EQT Corp
EQT
$33.2B
$274K 0.14%
4,304
-88
DG icon
96
Dollar General
DG
$24B
$258K 0.13%
2,172
-18
DLN icon
97
WisdomTree US LargeCap Dividend Fund
DLN
$6.08B
$243K 0.12%
2,722
KO icon
98
Coca-Cola
KO
$359B
$223K 0.11%
2,930
+24
COKE icon
99
Coca-Cola Consolidated
COKE
$12.8B
– –
-19,958
GENC icon
100
Gencor Industries
GENC
$220M
– –
-24,503
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