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
$995M
AUM Growth
+$54.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
377
New
Increased
Reduced
Closed

Top Buys

1
+$5.3M
2
+$5.09M
3
+$5.04M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$3.03M
5
C icon
Citigroup
C
+$2.8M

Top Sells

1
+$17.4M
2
+$3.2M
3
+$2.78M
4
TGT icon
Target
TGT
+$2.14M
5
LOW icon
Lowe's Companies
LOW
+$2.01M

Sector Composition

1 Technology 33.82%
2 Financials 10.16%
3 Industrials 6.99%
4 Healthcare 6.35%
5 Consumer Staples 4.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$63K 0.01%
1,025
252
$60K 0.01%
1,604
253
$60K 0.01%
1,440
-80
254
$60K 0.01%
1,300
255
$59K 0.01%
2,500
+750
256
$59K 0.01%
362
257
$58K 0.01%
555
-245
258
$58K 0.01%
1,000
259
$56K 0.01%
930
260
$56K 0.01%
8,000
261
$55K 0.01%
625
+125
262
$53K 0.01%
1,122
263
$51K 0.01%
1,000
264
$50K 0.01%
650
265
$50K 0.01%
3,250
+500
266
$47K ﹤0.01%
2,000
+1,000
267
$47K ﹤0.01%
450
268
$40K ﹤0.01%
500
-3,700
269
$40K ﹤0.01%
950
270
$39K ﹤0.01%
828
271
$39K ﹤0.01%
1,676
272
$39K ﹤0.01%
500
273
$38K ﹤0.01%
350
274
$37K ﹤0.01%
+1,000
275
$36K ﹤0.01%
730
9 10
11
12 13