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
$1.27B
AUM Growth
+$98.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
397
New
Increased
Reduced
Closed

Top Buys

1
+$13.8M
2
+$3.56M
3
+$2.58M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$2.17M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$2.16M

Top Sells

1
+$6.49M
2
+$4.96M
3
+$2.86M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.4M
5
JD icon
JD.com
JD
+$1.11M

Sector Composition

1 Technology 29.7%
2 Financials 11.4%
3 Industrials 8.15%
4 Healthcare 6.46%
5 Consumer Discretionary 5.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$68K 0.01%
2,325
252
$67K 0.01%
310
253
$66K 0.01%
545
+500
254
$64K 0.01%
2,750
255
$61K ﹤0.01%
+1,750
256
$61K ﹤0.01%
625
257
$61K ﹤0.01%
1,000
258
$58K ﹤0.01%
1,450
+550
259
$58K ﹤0.01%
500
+50
260
$54K ﹤0.01%
1,000
261
$53K ﹤0.01%
500
262
$52K ﹤0.01%
8,000
263
$51K ﹤0.01%
2,706
264
$51K ﹤0.01%
1,035
265
$49K ﹤0.01%
450
266
$49K ﹤0.01%
800
267
$48K ﹤0.01%
+163
268
$48K ﹤0.01%
+1,350
269
$45K ﹤0.01%
625
270
$44K ﹤0.01%
350
271
$43K ﹤0.01%
+650
272
$43K ﹤0.01%
772
-56
273
$43K ﹤0.01%
305
274
$41K ﹤0.01%
544
275
$38K ﹤0.01%
205
9 10
11
12 13