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
$1.27B
AUM Growth
+$98.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
397
New
Increased
Reduced
Closed

Top Buys

1
+$13.8M
2
+$3.56M
3
+$2.58M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$2.17M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$2.16M

Top Sells

1
+$6.49M
2
+$4.96M
3
+$2.86M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.4M
5
JD icon
JD.com
JD
+$1.11M

Sector Composition

1 Technology 29.7%
2 Financials 11.4%
3 Industrials 8.15%
4 Healthcare 6.46%
5 Consumer Discretionary 5.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$37K ﹤0.01%
2,324
-700
277
$36K ﹤0.01%
600
278
$33K ﹤0.01%
1,676
279
$33K ﹤0.01%
500
280
$32K ﹤0.01%
450
281
$31K ﹤0.01%
2,000
282
$30K ﹤0.01%
400
283
$30K ﹤0.01%
600
284
$29K ﹤0.01%
82
+15
285
$29K ﹤0.01%
1,356
286
$28K ﹤0.01%
+1,000
287
$28K ﹤0.01%
250
288
$27K ﹤0.01%
500
289
$25K ﹤0.01%
2,000
290
$25K ﹤0.01%
300
291
$25K ﹤0.01%
1,150
+150
292
$24K ﹤0.01%
50
293
$24K ﹤0.01%
400
294
$23K ﹤0.01%
1,240
295
$22K ﹤0.01%
+650
296
$22K ﹤0.01%
1,400
297
$22K ﹤0.01%
112
+7
298
$21K ﹤0.01%
1,250
299
$21K ﹤0.01%
+4,000
300
$18K ﹤0.01%
250
10 11
12
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