PAIM
Punch & Associates Investment Management Portfolio holdings
AUM
$1.73B
1-Year Est. Return
27.65%
This Fund
S&P 500
1 Year Est. Return
+27.65%
AUM
$1.73B
AUM Growth
+$20.3M
(+1.2%)
Holding
177
Top Buys
| 1 | +$23.6M | |
| 2 | +$14.2M | |
| 3 | +$9.07M | |
| 4 |
TriMas Corp
TRS
|
+$8.78M |
| 5 |
LendingTree
TREE
|
+$8.49M |
Top Sells
| 1 | +$11.5M | |
| 2 | +$10.4M | |
| 3 | +$9.56M | |
| 4 |
Par Pacific Holdings
PARR
|
+$9.14M |
| 5 |
StoneX
SNEX
|
+$8.96M |
Sector Composition
| 1 | Financials | 19.19% |
| 2 | Industrials | 16.31% |
| 3 | Consumer Discretionary | 12.22% |
| 4 | Technology | 11.44% |
| 5 | Consumer Staples | 10.91% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
Franklin Covey
FC
$263M
| – | – |
-312,870
|
|