PIM

Pullen Investment Management Portfolio holdings

AUM $166M
1-Year Est. Return 21.11%
This Quarter Est. Return
1 Year Est. Return
+21.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$118M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$8.02M
2
+$5.52M
3
+$4.79M
4
MSFT icon
Microsoft
MSFT
+$4.05M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$3.94M

Top Sells

No sells this quarter

Sector Composition

1 Financials 17.94%
2 Energy 10.25%
3 Industrials 9.48%
4 Consumer Staples 9.25%
5 Materials 8.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$462K 0.39%
+49,791
77
$452K 0.38%
+9,436
78
$437K 0.37%
+4,163
79
$416K 0.35%
+2,154
80
$411K 0.35%
+3,100
81
$400K 0.34%
+1,435
82
$388K 0.33%
+668
83
$362K 0.31%
+2,234
84
$333K 0.28%
+6,374
85
$324K 0.27%
+2,089
86
$315K 0.27%
+2,018
87
$295K 0.25%
+20,616
88
$290K 0.24%
+842
89
$289K 0.24%
+3,428
90
$284K 0.24%
+7,066
91
$275K 0.23%
+6,544
92
$260K 0.22%
+9,308
93
$258K 0.22%
+1,583
94
$254K 0.21%
+4,155
95
$244K 0.21%
+6,573
96
$243K 0.21%
+17,663
97
$149K 0.13%
+2,128
1 2 3
4