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
$995M
AUM Growth
+$54.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
377
New
Increased
Reduced
Closed

Top Buys

1
+$5.3M
2
+$5.09M
3
+$5.04M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$3.03M
5
C icon
Citigroup
C
+$2.8M

Top Sells

1
+$17.4M
2
+$3.2M
3
+$2.78M
4
TGT icon
Target
TGT
+$2.14M
5
LOW icon
Lowe's Companies
LOW
+$2.01M

Sector Composition

1 Technology 33.82%
2 Financials 10.16%
3 Industrials 6.99%
4 Healthcare 6.35%
5 Consumer Staples 4.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$36K ﹤0.01%
625
277
$35K ﹤0.01%
3,024
278
$34K ﹤0.01%
575
-1,950
279
$31K ﹤0.01%
2,000
280
$31K ﹤0.01%
1,875
281
$30K ﹤0.01%
575
-300
282
$29K ﹤0.01%
1,550
283
$29K ﹤0.01%
800
284
$28K ﹤0.01%
2,000
285
$28K ﹤0.01%
500
286
$28K ﹤0.01%
900
287
$26K ﹤0.01%
195
288
$25K ﹤0.01%
175
289
$25K ﹤0.01%
1,725
290
$23K ﹤0.01%
450
-75
291
$23K ﹤0.01%
700
-332
292
$23K ﹤0.01%
710
293
$23K ﹤0.01%
2,200
294
$23K ﹤0.01%
1,356
295
$22K ﹤0.01%
2,960
296
$22K ﹤0.01%
+5,000
297
$18K ﹤0.01%
385
+160
298
$17K ﹤0.01%
500
299
$16K ﹤0.01%
450
300
$16K ﹤0.01%
6
10 11
12
13 14