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
$779M
AUM Growth
+$2.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
437
New
Increased
Reduced
Closed

Top Buys

1
+$1.81M
2
+$1.71M
3
+$1.6M
4
SWKS icon
Skyworks Solutions
SWKS
+$1.53M
5
URI icon
United Rentals
URI
+$1.49M

Top Sells

1
+$21.9M
2
+$3.43M
3
+$2.58M
4
DEO icon
Diageo
DEO
+$2.37M
5
STX icon
Seagate
STX
+$2.34M

Sector Composition

1 Technology 34.64%
2 Financials 10.17%
3 Healthcare 9.02%
4 Industrials 8.1%
5 Consumer Discretionary 5.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$256K 0.03%
11,944
-1,253
252
$251K 0.03%
6,315
-275
253
$235K 0.03%
2,032
+840
254
$223K 0.03%
19,500
255
$221K 0.03%
5,100
-7,500
256
$215K 0.03%
1,746
+21
257
$200K 0.03%
4,125
+50
258
$192K 0.02%
1,765
259
$181K 0.02%
765
-1,355
260
$180K 0.02%
4,914
+866
261
$171K 0.02%
1,475
-200
262
$171K 0.02%
2,325
263
$167K 0.02%
7,700
-4,500
264
$152K 0.02%
2,550
265
$151K 0.02%
2,410
266
$148K 0.02%
1,600
-2,466
267
$143K 0.02%
+2,935
268
$141K 0.02%
1,200
-75
269
$138K 0.02%
3,800
270
$137K 0.02%
2,425
-1,165
271
$134K 0.02%
15,990
272
$131K 0.02%
6,655
-3,210
273
$127K 0.02%
1,360
-745
274
$127K 0.02%
6,300
-5,760
275
$126K 0.02%
1,550
9 10
11
12 13