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
$1.05B
AUM Growth
+$51.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
376
New
Increased
Reduced
Closed

Top Buys

1
+$2.92M
2
+$2.59M
3
+$2.21M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.99M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.95M

Top Sells

1
+$10.7M
2
+$4.86M
3
+$4.22M
4
IBM icon
IBM
IBM
+$3.48M
5
CVX icon
Chevron
CVX
+$1.91M

Sector Composition

1 Technology 33.58%
2 Financials 9.52%
3 Industrials 7.22%
4 Healthcare 6.47%
5 Consumer Staples 4.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$75K 0.01%
910
-22,825
252
$74K 0.01%
3,888
-221,605
253
$73K 0.01%
1,360
+1,250
254
$68K 0.01%
4,280
255
$67K 0.01%
925
-3,445
256
$66K 0.01%
1,470
257
$63K 0.01%
540
+90
258
$63K 0.01%
+1,000
259
$62K 0.01%
1,604
260
$61K 0.01%
362
261
$60K 0.01%
1,764
+1,064
262
$59K 0.01%
1,045
263
$59K 0.01%
1,000
264
$58K 0.01%
555
265
$57K 0.01%
8,000
266
$56K 0.01%
625
267
$53K 0.01%
+725
268
$52K 0.01%
+900
269
$51K ﹤0.01%
1,000
270
$51K ﹤0.01%
350
+175
271
$50K ﹤0.01%
930
272
$50K ﹤0.01%
+450
273
$50K ﹤0.01%
1,300
274
$49K ﹤0.01%
525
+375
275
$48K ﹤0.01%
+450
9 10
11
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