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PAIM

Punch & Associates Investment Management Portfolio holdings

AUM $1.73B
1-Year Est. Return 27.65%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.73B
AUM Growth
+$99.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$9.45M
3
+$8.04M
4
LQDT icon
Liquidity Services
LQDT
+$6.56M
5
ARE icon
Alexandria Real Estate Equities
ARE
+$5.81M

Top Sells

1
+$10.9M
2
+$10.5M
3
+$10.3M
4
HYI
Western Asset High Yield Opportunity Fund Inc
HYI
+$9.66M
5
PBPB
Potbelly
PBPB
+$8.35M

Sector Composition

1 Financials 17.03%
2 Industrials 16.28%
3 Technology 12.79%
4 Consumer Discretionary 12.36%
5 Healthcare 11.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$38K ﹤0.01%
62
-67
152
$30.1K ﹤0.01%
300
153
$25.8K ﹤0.01%
190
154
$18.7K ﹤0.01%
28
155
$11.3K ﹤0.01%
95
+2
156
$7.96K ﹤0.01%
98
+2
157
$5.94K ﹤0.01%
68
+1
158
$5.24K ﹤0.01%
47
+2
159
$3.13K ﹤0.01%
15
160
– –
-140,567
161
– –
-806,469
162
– –
-28
163
– –
-227,960
164
– –
-1,240,537
165
– –
-483,855
166
– –
-714,156
167
– –
-250,900
168
– –
-45,401
169
– –
-811,582
170
– –
-102,635
3 4 5 6
7