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
$1.18B
AUM Growth
-$318M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
388
New
Increased
Reduced
Closed

Top Buys

1
+$3.78M
2
+$3.72M
3
+$2.65M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.26M
5
ISRG icon
Intuitive Surgical
ISRG
+$2.22M

Top Sells

1
+$7.52M
2
+$4.6M
3
+$4.04M
4
VLO icon
Valero Energy
VLO
+$4.01M
5
STZ icon
Constellation Brands
STZ
+$3.57M

Sector Composition

1 Technology 35.98%
2 Financials 9.57%
3 Healthcare 7.96%
4 Consumer Discretionary 6.21%
5 Industrials 5.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$19K ﹤0.01%
1,250
277
$18K ﹤0.01%
+458
278
$17K ﹤0.01%
137
-2,622
279
$17K ﹤0.01%
346
280
$17K ﹤0.01%
450
-894
281
$16K ﹤0.01%
420
282
$16K ﹤0.01%
200
283
$15K ﹤0.01%
+575
284
$15K ﹤0.01%
1,356
285
$13K ﹤0.01%
200
286
$13K ﹤0.01%
310
+10
287
$13K ﹤0.01%
123
288
$12K ﹤0.01%
300
289
$12K ﹤0.01%
+125
290
$10K ﹤0.01%
91
291
$9K ﹤0.01%
200
292
$9K ﹤0.01%
175
293
$9K ﹤0.01%
800
294
$8K ﹤0.01%
551
295
$8K ﹤0.01%
250
296
$8K ﹤0.01%
175
297
$8K ﹤0.01%
225
298
$8K ﹤0.01%
60
299
$7K ﹤0.01%
200
300
$7K ﹤0.01%
325
10 11
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