PIM

Pullen Investment Management Portfolio holdings

AUM $185M
1-Year Est. Return 19.23%
This Quarter Est. Return
1 Year Est. Return
+19.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$158M
AUM Growth
+$4.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$1.52M
2
+$1.21M
3
+$1.11M
4
SYY icon
Sysco
SYY
+$1.07M
5
VZ icon
Verizon
VZ
+$1.01M

Top Sells

1
+$2.82M
2
+$2.14M
3
+$1.75M
4
CRK icon
Comstock Resources
CRK
+$1.61M
5
D icon
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
$218K 0.14%
4,083
-17,500
102
$216K 0.14%
2,722
103
$184K 0.12%
+15,000
104
$21.2K 0.01%
1,878
105
– –
-15,212
106
– –
-18,865
107
– –
-27,395
108
– –
-2,154
109
– –
-88,296
110
– –
-9,147
111
– –
-3,402
112
– –
-86,748
113
– –
-180,819
114
– –
-31,205
1 2 3 4
5