PIM

Pullen Investment Management Portfolio holdings

AUM $185M
1-Year Est. Return 19.23%
This Quarter Est. Return
1 Year Est. Return
+19.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$158M
AUM Growth
+$4.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$1.52M
2
+$1.21M
3
+$1.11M
4
SYY icon
Sysco
SYY
+$1.07M
5
VZ icon
Verizon
VZ
+$1.01M

Top Sells

1
+$2.82M
2
+$2.14M
3
+$1.75M
4
CRK icon
Comstock Resources
CRK
+$1.61M
5
D icon
Dominion Energy
D
+$1.02M

Sector Composition

1 Financials 18.53%
2 Consumer Staples 13.95%
3 Industrials 11.78%
4 Technology 7.81%
5 Energy 7.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$798K 0.5%
+1
77
$786K 0.5%
32,185
+1,159
78
$776K 0.49%
3,163
+106
79
$767K 0.48%
72,862
+5,439
80
$647K 0.41%
1,845
+80
81
$621K 0.39%
8,468
+529
82
$613K 0.39%
15,949
+4,093
83
$605K 0.38%
61,110
+864
84
$571K 0.36%
1,041
85
$524K 0.33%
114,149
+1,913
86
$515K 0.32%
42,311
+1,217
87
$504K 0.32%
3,010
+101
88
$486K 0.31%
12,287
+2,138
89
$479K 0.3%
9,237
+167
90
$468K 0.3%
8,940
-61
91
$413K 0.26%
8,490
+610
92
$403K 0.25%
+1,522
93
$377K 0.24%
+3,564
94
$345K 0.22%
5,856
-469
95
$318K 0.2%
3,428
96
$314K 0.2%
+7,446
97
$312K 0.2%
842
98
$304K 0.19%
1,784
-450
99
$273K 0.17%
1,583
100
$254K 0.16%
3,552
-603
1 2 3
4
5