PAIM

Punch & Associates Investment Management Portfolio holdings

AUM $1.63B
1-Year Est. Return 20.56%
This Quarter Est. Return
1 Year Est. Return
+20.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.43B
AUM Growth
+$2.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
242
New
Increased
Reduced
Closed

Top Buys

1
+$9.03M
2
+$7.11M
3
+$7.08M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$4.31M
5
CDMO
Avid Bioservices, Inc. Common Stock
CDMO
+$3.72M

Top Sells

1
+$7.16M
2
+$7.03M
3
+$6.81M
4
PACK icon
Ranpak Holdings
PACK
+$4.91M
5
HOFT icon
Hooker Furnishings Corp
HOFT
+$4.17M

Sector Composition

1 Industrials 19.31%
2 Financials 16.89%
3 Healthcare 13.35%
4 Technology 12.97%
5 Consumer Discretionary 10.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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