PIM
Pullen Investment Management Portfolio holdings
AUM
$199M
1-Year Est. Return
27.98%
This Fund
S&P 500
1 Year Est. Return
+27.98%
AUM
$199M
AUM Growth
+$9.31M
(+4.9%)
Holding
105
Top Buys
| 1 | +$3.35M | |
| 2 | +$2.72M | |
| 3 | +$2.13M | |
| 4 |
Old Dominion Freight Line
ODFL
|
+$1.79M |
| 5 |
Alamo Group
ALG
|
+$1.68M |
Top Sells
| 1 | +$5.24M | |
| 2 | +$3.06M | |
| 3 | +$2.98M | |
| 4 |
Seneca Foods Class A
SENEA
|
+$1.76M |
| 5 |
Spectrum Brands
SPB
|
+$1.31M |
Sector Composition
| 1 | Industrials | 22.04% |
| 2 | Financials | 15.5% |
| 3 | Consumer Staples | 10.45% |
| 4 | Energy | 7.32% |
| 5 | Technology | 6.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Huntington Ingalls Industries
HII
$14.1B
| – | – |
-15,418
|
|
||
102
iShares Russell 1000 Value ETF
IWD
$73.5B
| – | – |
-14,161
|
|
||
103
iShares Russell 2000 ETF
IWM
$77.6B
| – | – |
-4,277
|
|
||
104
Kenvue
KVUE
$33.6B
| – | – |
-33,298
|
|
||
|
MZTI
105
The Marzetti Company
MZTI
$3.5B
| – | – |
-6,258
|
|