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
$2.08B
AUM Growth
+$144M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
495
New
Increased
Reduced
Closed

Top Buys

1
+$8.56M
2
+$7.58M
3
+$3.19M
4
BP icon
BP
BP
+$3.09M
5
SCHW icon
Charles Schwab
SCHW
+$2.89M

Top Sells

1
+$1.64B
2
+$7.61M
3
+$6.75M
4
ENB icon
Enbridge
ENB
+$4.75M
5
ATVI
Activision Blizzard
ATVI
+$4.01M

Sector Composition

1 Technology 29.44%
2 Financials 11.03%
3 Industrials 8.14%
4 Healthcare 7.34%
5 Consumer Discretionary 5.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$94.6K ﹤0.01%
+1,000
252
$93.4K ﹤0.01%
550
253
$91.7K ﹤0.01%
205
254
$83.7K ﹤0.01%
2,250
-24,405
255
$81.5K ﹤0.01%
833
256
$81.2K ﹤0.01%
+7,000
257
$79.5K ﹤0.01%
+550
258
$78.5K ﹤0.01%
515
259
$75.3K ﹤0.01%
1,165
-465
260
$74.1K ﹤0.01%
161
261
$73.6K ﹤0.01%
650
262
$73.4K ﹤0.01%
2,560
263
$71.6K ﹤0.01%
+1,200
264
$71.1K ﹤0.01%
975
+138
265
$69.9K ﹤0.01%
865
266
$67.1K ﹤0.01%
292
267
$64.5K ﹤0.01%
+2,000
268
$63.9K ﹤0.01%
443
269
$62.5K ﹤0.01%
843
270
$60.5K ﹤0.01%
1,809
+200
271
$59K ﹤0.01%
829
272
$57.4K ﹤0.01%
1,000
273
$56.6K ﹤0.01%
200
274
$55.9K ﹤0.01%
766
275
$55.4K ﹤0.01%
400
9 10
11
12 13