PIM
Pullen Investment Management Portfolio holdings
AUM
$166M
1-Year Est. Return
21.11%
1 Year Est. Return
+21.11%
AUM
$158M
AUM Growth
+$4.52M
(+2.9%)
Holding
114
Top Buys
| 1 | +$1.52M | |
| 2 | +$1.21M | |
| 3 | +$1.11M | |
| 4 |
Sysco
SYY
|
+$1.07M |
| 5 |
Verizon
VZ
|
+$1.01M |
Top Sells
| 1 | +$2.82M | |
| 2 | +$2.14M | |
| 3 | +$1.75M | |
| 4 |
Comstock Resources
CRK
|
+$1.61M |
| 5 |
Dominion Energy
D
|
+$1.02M |
Sector Composition
| 1 | Financials | 18.53% |
| 2 | Consumer Staples | 13.95% |
| 3 | Industrials | 11.78% |
| 4 | Technology | 7.81% |
| 5 | Energy | 7.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
EQT Corp
EQT
$33.5B
| $218K | 0.14% |
4,083
-17,500
|
|
||
102
WisdomTree US LargeCap Dividend Fund
DLN
$5.44B
| $216K | 0.14% |
2,722
|
|
||
103
Hallador Energy
HNRG
$887M
| $184K | 0.12% |
+15,000
|
|
||
104
HCW Biologics
HCWB
$8.43M
| $21.2K | 0.01% |
1,878
|
|
||
105
iShares Russell 2000 ETF
IWM
$71.6B
| – | – |
-3,402
|
|
||
106
Pan American Silver
PAAS
$15.3B
| – | – |
-86,748
|
|
||
|
SAND
107
DELISTED
Sandstorm Gold
SAND
| – | – |
-180,819
|
|
||
|
ATSG
108
DELISTED
Air Transport Services Group
ATSG
| – | – |
-31,205
|
|
||
109
Agnico Eagle Mines
AEM
$82.1B
| – | – |
-27,395
|
|
||
110
Boeing
BA
$167B
| – | – |
-2,154
|
|
||
|
111
Comstock Resources
CRK
$5.24B
| – | – |
-88,296
|
|
||
112
Coterra Energy
CTRA
$18B
| – | – |
-9,147
|
|
||
|
113
Dominion Energy
D
$52.1B
| – | – |
-18,865
|
|
||
114
iShares Russell 1000 Value ETF
IWD
$65.5B
| – | – |
-15,212
|
|