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
$154M
AUM Growth
+$17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$2.82M
2
+$1.4M
3
+$1.07M
4
LINC icon
Lincoln Educational Services
LINC
+$1.04M
5
TTI icon
TETRA Technologies
TTI
+$933K

Top Sells

1
+$1.15M
2
+$1.07M
3
+$1.02M
4
CCI icon
Crown Castle
CCI
+$761K
5
HUM icon
Humana
HUM
+$616K

Sector Composition

1 Financials 17.04%
2 Consumer Staples 13.43%
3 Industrials 11.18%
4 Energy 8.17%
5 Technology 6.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$234K 0.15%
9,147
-927
102
$212K 0.14%
2,722
103
$33.5K 0.02%
1,878
104
– –
-7,717
105
– –
-1,944
106
– –
-114,286
1 2 3 4
5