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
$1.09B
AUM Growth
-$178M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
389
New
Increased
Reduced
Closed

Top Buys

1
+$2.94M
2
+$2.64M
3
+$1.87M
4
T icon
AT&T
T
+$1.65M
5
LIN icon
Linde
LIN
+$1.6M

Top Sells

1
+$4.62M
2
+$4M
3
+$3.67M
4
C icon
Citigroup
C
+$3.28M
5
GS icon
Goldman Sachs
GS
+$2.43M

Sector Composition

1 Technology 30.69%
2 Financials 11.11%
3 Industrials 7.71%
4 Healthcare 7.05%
5 Consumer Discretionary 5.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$29K ﹤0.01%
600
277
$29K ﹤0.01%
2,000
278
$27K ﹤0.01%
273
-375
279
$26K ﹤0.01%
1,676
280
$25K ﹤0.01%
1,356
281
$25K ﹤0.01%
500
282
$24K ﹤0.01%
82
283
$24K ﹤0.01%
500
-13,955
284
$23K ﹤0.01%
450
285
$22K ﹤0.01%
500
286
$20K ﹤0.01%
1,240
287
$20K ﹤0.01%
1,250
288
$19K ﹤0.01%
116
+4
289
$18K ﹤0.01%
300
290
$17K ﹤0.01%
115
291
$16K ﹤0.01%
250
292
$16K ﹤0.01%
1,400
293
$16K ﹤0.01%
544
294
$15K ﹤0.01%
231
295
$15K ﹤0.01%
75
+25
296
$15K ﹤0.01%
350
297
$14K ﹤0.01%
+136
298
$14K ﹤0.01%
400
299
$13K ﹤0.01%
156
+6
300
$13K ﹤0.01%
50
10 11
12
13 14