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
$2.16B
AUM Growth
+$172M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
490
New
Increased
Reduced
Closed

Top Buys

1
+$7.54M
2
+$3.01M
3
+$2.88M
4
INTU icon
Intuit
INTU
+$2.51M
5
TGT icon
Target
TGT
+$2.35M

Top Sells

1
+$9.17M
2
+$7.64M
3
+$5.12M
4
DIS icon
Walt Disney
DIS
+$4.71M
5
VZ icon
Verizon
VZ
+$4.15M

Sector Composition

1 Technology 28.97%
2 Financials 11.81%
3 Healthcare 9.05%
4 Industrials 7.19%
5 Consumer Discretionary 6.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$82K ﹤0.01%
500
252
$80K ﹤0.01%
650
253
$80K ﹤0.01%
3,874
+2,199
254
$79K ﹤0.01%
500
255
$77K ﹤0.01%
1,975
256
$71K ﹤0.01%
918
257
$70K ﹤0.01%
815
+642
258
$70K ﹤0.01%
4,400
259
$67K ﹤0.01%
574
+100
260
$65K ﹤0.01%
3,564
261
$64K ﹤0.01%
766
262
$63K ﹤0.01%
1,200
-174
263
$61K ﹤0.01%
1,000
264
$61K ﹤0.01%
875
265
$58K ﹤0.01%
1,569
266
$56K ﹤0.01%
358
267
$56K ﹤0.01%
400
268
$53K ﹤0.01%
252
+26
269
$49K ﹤0.01%
500
270
$48K ﹤0.01%
550
271
$47K ﹤0.01%
185
272
$46K ﹤0.01%
1,100
+650
273
$45K ﹤0.01%
155
274
$42K ﹤0.01%
107
275
$41K ﹤0.01%
242
9 10
11
12 13