PIM
Pullen Investment Management Portfolio holdings
AUM
$190M
1-Year Est. Return
21.55%
This Fund
S&P 500
1 Year Est. Return
+21.55%
AUM
$185M
AUM Growth
+$18.7M
(+11%)
Holding
105
Top Buys
| 1 | +$2.25M | |
| 2 | +$2.04M | |
| 3 | +$1.59M | |
| 4 |
TBCH
Turtle Beach Corp
TBCH
|
+$1.1M |
| 5 |
Amazon
AMZN
|
+$680K |
Top Sells
| 1 | +$1.82M | |
| 2 | +$1.8M | |
| 3 | +$1.7M | |
| 4 |
Fox Class B
FOX
|
+$1.15M |
| 5 |
Ollie's Bargain Outlet
OLLI
|
+$933K |
Sector Composition
| 1 | Financials | 17.79% |
| 2 | Industrials | 14.25% |
| 3 | Consumer Staples | 13.07% |
| 4 | Technology | 8.53% |
| 5 | Energy | 7.15% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
101
Fox Class B
FOX
$22.6B
| – | – |
-22,189
|
|
||
102
Frontdoor
FTDR
$4.67B
| – | – |
-28,813
|
|
||
|
HES
103
DELISTED
Hess
HES
| – | – |
-13,156
|
|
||
104
Coca-Cola
KO
$335B
| – | – |
-2,906
|
|
||
105
Revvity
RVTY
$10.1B
| – | – |
-3,149
|
|