PAI

Pittenger & Anderson Inc Portfolio holdings

AUM $2.73B
1-Year Est. Return 11.5%
This Quarter Est. Return
1 Year Est. Return
+11.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.16B
AUM Growth
+$172M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
490
New
Increased
Reduced
Closed

Top Buys

1
+$7.54M
2
+$3.01M
3
+$2.88M
4
INTU icon
Intuit
INTU
+$2.51M
5
TGT icon
Target
TGT
+$2.35M

Top Sells

1
+$9.17M
2
+$7.64M
3
+$5.12M
4
DIS icon
Walt Disney
DIS
+$4.71M
5
VZ icon
Verizon
VZ
+$4.15M

Sector Composition

1 Technology 28.97%
2 Financials 11.81%
3 Healthcare 9.05%
4 Industrials 7.19%
5 Consumer Discretionary 6.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$154K 0.01%
417
227
$152K 0.01%
1,000
+255
228
$148K 0.01%
7,782
-426
229
$147K 0.01%
559
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230
$142K 0.01%
1,200
231
$140K 0.01%
840
+115
232
$137K 0.01%
2,500
233
$135K 0.01%
3,850
+1,150
234
$134K 0.01%
553
+74
235
$133K 0.01%
1,500
236
$131K 0.01%
247
-1
237
$129K 0.01%
1,723
-7
238
$128K 0.01%
1,905
+1,592
239
$126K 0.01%
+200
240
$125K 0.01%
2,810
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241
$124K 0.01%
2,050
242
$123K 0.01%
1,074
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243
$119K 0.01%
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+50
244
$118K 0.01%
1,652
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245
$118K 0.01%
575
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246
$108K 0.01%
593
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247
$99K ﹤0.01%
929
+51
248
$89K ﹤0.01%
315
249
$88K ﹤0.01%
1,468
250
$87K ﹤0.01%
500
8 9
10
11 12