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
$1.94B
AUM Growth
+$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
461
New
Increased
Reduced
Closed

Top Buys

1
+$7.4M
2
+$5.79M
3
+$4.78M
4
EXR icon
Extra Space Storage
EXR
+$4.14M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$3.46M

Top Sells

1
+$6.6M
2
+$6.01M
3
+$4.41M
4
MDT icon
Medtronic
MDT
+$2.92M
5
FISV
Fiserv Inc
FISV
+$2.27M

Sector Composition

1 Technology 28.56%
2 Financials 11.39%
3 Industrials 8.14%
4 Healthcare 7.85%
5 Consumer Discretionary 4.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$91.9K ﹤0.01%
275
252
$87.8K ﹤0.01%
+1,191
253
$82.2K ﹤0.01%
550
254
$81.2K ﹤0.01%
515
255
$80.8K ﹤0.01%
3,564
256
$80.3K ﹤0.01%
2,350
-700
257
$79.8K ﹤0.01%
2,135
258
$78.1K ﹤0.01%
1,630
+50
259
$77.9K ﹤0.01%
505
260
$76.2K ﹤0.01%
650
261
$76.1K ﹤0.01%
161
262
$75.4K ﹤0.01%
833
263
$73.2K ﹤0.01%
2,560
+440
264
$71.8K ﹤0.01%
+1,440
265
$66.6K ﹤0.01%
865
266
$64.8K ﹤0.01%
2,015
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267
$63.2K ﹤0.01%
292
268
$63K ﹤0.01%
843
269
$61.6K ﹤0.01%
443
-75
270
$59K ﹤0.01%
253
271
$58.4K ﹤0.01%
837
-345
272
$55.8K ﹤0.01%
400
273
$55.2K ﹤0.01%
1,090
-5,325
274
$54K ﹤0.01%
+1,000
275
$53.6K ﹤0.01%
766
9 10
11
12 13