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
$121M
AUM Growth
+$2.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$1.44M
2
+$925K
3
+$912K
4
SSTI icon
SoundThinking
SSTI
+$632K
5
BINC icon
BlackRock Flexible Income ETF
BINC
+$454K

Top Sells

1
+$1.42M
2
+$1.2M
3
+$477K
4
JBTM
JBT Marel
JBTM
+$437K
5
TMO icon
Thermo Fisher Scientific
TMO
+$388K

Sector Composition

1 Financials 16.47%
2 Consumer Staples 10.03%
3 Industrials 9.88%
4 Energy 9.8%
5 Materials 8.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-668
102
– –
-4,163
103
– –
-6,374
104
– –
-5,401
1 2 3 4
5