PIM
Pullen Investment Management Portfolio holdings
AUM
$190M
1-Year Est. Return
21.55%
This Fund
S&P 500
1 Year Est. Return
+21.55%
AUM
$190M
AUM Growth
+$5.17M
(+2.8%)
Holding
106
Top Buys
| 1 | +$2.93M | |
| 2 | +$2.61M | |
| 3 | +$2.31M | |
| 4 |
FTI Consulting
FCN
|
+$1.59M |
| 5 |
Driven Brands
DRVN
|
+$1.2M |
Top Sells
| 1 | +$2.96M | |
| 2 | +$2.49M | |
| 3 | +$2.17M | |
| 4 |
Selective Insurance
SIGI
|
+$2.14M |
| 5 |
Preformed Line Products
PLPC
|
+$1.26M |
Sector Composition
| 1 | Industrials | 17.54% |
| 2 | Financials | 15.72% |
| 3 | Consumer Staples | 12.41% |
| 4 | Technology | 7.64% |
| 5 | Energy | 6.1% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Schwab US Large-Cap Value ETF
SCHV
$15.1B
| – | – |
-7,167
|
|
||
|
102
Selective Insurance
SIGI
$4.62B
| – | – |
-26,438
|
|
||
103
SLR Investment Corp
SLRC
$803M
| – | – |
-54,386
|
|
||
|
THS
104
DELISTED
Treehouse Foods
THS
| – | – |
-107,393
|
|
||
105
Vestis
VSTS
$1.03B
| – | – |
-72,302
|
|
||
106
FMC
FMC
$1.72B
| – | – |
-7,340
|
|