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
$1.94B
AUM Growth
+$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
461
New
Increased
Reduced
Closed

Top Buys

1
+$7.4M
2
+$5.79M
3
+$4.78M
4
EXR icon
Extra Space Storage
EXR
+$4.14M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$3.46M

Top Sells

1
+$6.6M
2
+$6.01M
3
+$4.41M
4
MDT icon
Medtronic
MDT
+$2.92M
5
FISV
Fiserv Inc
FISV
+$2.27M

Sector Composition

1 Technology 28.56%
2 Financials 11.39%
3 Industrials 8.14%
4 Healthcare 7.85%
5 Consumer Discretionary 4.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$137K 0.01%
+1,598
227
$136K 0.01%
1,050
228
$133K 0.01%
1,280
-180
229
$127K 0.01%
7,812
+1,400
230
$126K 0.01%
496
231
$126K 0.01%
800
232
$124K 0.01%
1,058
-300
233
$124K 0.01%
900
+820
234
$122K 0.01%
2,525
235
$121K 0.01%
1,382
-913
236
$119K 0.01%
6,160
-3,045
237
$116K 0.01%
1,614
+69
238
$115K 0.01%
1,140
-60
239
$112K 0.01%
1,625
240
$111K 0.01%
1,093
241
$107K 0.01%
4,406
+2,756
242
$105K 0.01%
6,000
243
$103K 0.01%
1,820
244
$103K 0.01%
140
+20
245
$99.9K 0.01%
600
246
$99.5K 0.01%
205
+180
247
$96.3K 0.01%
1,235
248
$94.1K ﹤0.01%
3,824
-2,115
249
$93.9K ﹤0.01%
680
250
$93K ﹤0.01%
4,400
8 9
10
11 12