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
$1.28B
AUM Growth
+$189M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
390
New
Increased
Reduced
Closed

Top Buys

1
+$3.89M
2
+$3.4M
3
+$2.77M
4
ECL icon
Ecolab
ECL
+$2.37M
5
HD icon
Home Depot
HD
+$1.94M

Top Sells

1
+$2.79M
2
+$2.69M
3
+$2.33M
4
K icon
Kellanova
K
+$1.46M
5
CERN
Cerner Corp
CERN
+$1.38M

Sector Composition

1 Technology 31.83%
2 Financials 10.37%
3 Industrials 7.64%
4 Healthcare 6.84%
5 Consumer Discretionary 5.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$70K 0.01%
2,000
252
$69K 0.01%
1,000
253
$68K 0.01%
545
254
$66K 0.01%
+2,250
255
$64K 0.01%
+825
256
$64K 0.01%
500
+250
257
$62K ﹤0.01%
625
258
$60K ﹤0.01%
+1,252
259
$59K ﹤0.01%
942
-1,268
260
$56K ﹤0.01%
500
261
$55K ﹤0.01%
500
262
$55K ﹤0.01%
1,450
263
$55K ﹤0.01%
1,320
+1,297
264
$54K ﹤0.01%
1,035
265
$52K ﹤0.01%
1,000
266
$52K ﹤0.01%
2,620
267
$50K ﹤0.01%
255
268
$49K ﹤0.01%
450
269
$48K ﹤0.01%
2,500
-142
270
$47K ﹤0.01%
+1,000
271
$47K ﹤0.01%
1,000
272
$46K ﹤0.01%
245
+225
273
$45K ﹤0.01%
350
+250
274
$45K ﹤0.01%
1,040
275
$44K ﹤0.01%
+575
9 10
11
12 13