PIM

Pullen Investment Management Portfolio holdings

AUM $190M
1-Year Est. Return 21.55%
This Quarter Est. Return
1 Year Est. Return
+21.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$166M
AUM Growth
+$7.66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$1.24M
2
+$1.07M
3
+$976K
4
OLLI icon
Ollie's Bargain Outlet
OLLI
+$833K
5
THS icon
Treehouse Foods
THS
+$809K

Top Sells

1
+$1.81M
2
+$1.72M
3
+$1.56M
4
LINC icon
Lincoln Educational Services
LINC
+$1.25M
5
MP icon
MP Materials
MP
+$786K

Sector Composition

1 Financials 17.04%
2 Consumer Staples 14.19%
3 Industrials 12.9%
4 Technology 9.12%
5 Energy 7.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$763K 0.46%
75,017
+2,155
77
$729K 0.44%
1
78
$680K 0.41%
48,559
+6,248
79
$668K 0.4%
+33,726
80
$647K 0.39%
19,088
-46,141
81
$633K 0.38%
1,783
-62
82
$556K 0.33%
7,891
-577
83
$531K 0.32%
945
-96
84
$502K 0.3%
9,949
+712
85
$451K 0.27%
12,139
-148
86
$434K 0.26%
8,222
-718
87
$399K 0.24%
6,398
+542
88
$396K 0.24%
8,215
-275
89
$377K 0.23%
3,428
90
$372K 0.22%
1,520
-2
91
$369K 0.22%
842
92
$355K 0.21%
61,920
+810
93
$308K 0.19%
7,381
-65
94
$305K 0.18%
3,149
-415
95
$291K 0.18%
6,486
-38,436
96
$280K 0.17%
1,583
97
$238K 0.14%
4,081
-2
98
$236K 0.14%
+2,061
99
$224K 0.13%
2,722
100
$206K 0.12%
2,906
-646
1 2 3
4
5