PAIM
Punch & Associates Investment Management Portfolio holdings
AUM
$1.63B
This Quarter Return
-2.2%
1 Year Return
+20.56%
3 Year Return
+81.1%
5 Year Return
+185.91%
10 Year Return
+324.39%
AUM
$1.56B
AUM Growth
+$1.56B
(-4.8%)
Cap. Flow
-$296K
Cap. Flow
% of AUM
-0.02%
Top 10 Holdings %
Top 10 Hldgs %
20.68%
Holding
247
New
14
Increased
101
Reduced
80
Closed
16
Top Buys
| 1 |
Champion Homes, Inc.
SKY
|
$6.37M |
| 2 |
Cavco Industries
CVCO
|
$6.28M |
| 3 |
Arhaus
ARHS
|
$6.02M |
| 4 |
B. Riley Financial
RILY
|
$4.28M |
| 5 |
Verra Mobility
VRRM
|
$3.83M |
Top Sells
| 1 |
HCCI
Heritage-Crystal Clean, Inc.
HCCI
|
$24.5M |
| 2 |
Arbor Realty Trust
ABR
|
$9.81M |
| 3 |
MasterCraft Boat Holdings
MCFT
|
$8.01M |
| 4 |
American Tower
AMT
|
$4.58M |
| 5 |
Semler Scientific
SMLR
|
$4.05M |
Sector Composition
| 1 | Industrials | 18.35% |
| 2 | Financials | 17.87% |
| 3 | Healthcare | 12.65% |
| 4 | Technology | 12.14% |
| 5 | Consumer Discretionary | 10.24% |
