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
$154M
AUM Growth
+$17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$2.82M
2
+$1.4M
3
+$1.07M
4
LINC icon
Lincoln Educational Services
LINC
+$1.04M
5
TTI icon
TETRA Technologies
TTI
+$933K

Top Sells

1
+$1.15M
2
+$1.07M
3
+$1.02M
4
CCI icon
Crown Castle
CCI
+$761K
5
HUM icon
Humana
HUM
+$616K

Sector Composition

1 Financials 17.04%
2 Consumer Staples 13.43%
3 Industrials 11.18%
4 Energy 8.17%
5 Technology 6.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$732K 0.48%
67,423
+14,090
77
$725K 0.47%
41,094
-18,509
78
$695K 0.45%
112,236
+35,434
79
$686K 0.45%
31,205
+9,747
80
$682K 0.44%
6,217
+1,960
81
$674K 0.44%
2,909
-231
82
$648K 0.42%
11,856
+3,774
83
$605K 0.39%
+4,738
84
$558K 0.36%
1,765
+115
85
$548K 0.36%
1,041
86
$497K 0.32%
7,939
+374
87
$484K 0.31%
31,026
+7,590
88
$472K 0.31%
+5,709
89
$468K 0.3%
9,001
+311
90
$456K 0.3%
7,055
+2,008
91
$432K 0.28%
9,070
-366
92
$387K 0.25%
7,880
+336
93
$381K 0.25%
2,154
94
$375K 0.24%
2,234
95
$369K 0.24%
10,149
-1,659
96
$348K 0.23%
3,428
97
$346K 0.22%
842
98
$313K 0.2%
6,325
-179
99
$268K 0.17%
1,583
100
$259K 0.17%
4,155
1 2 3
4
5