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
$2.16B
AUM Growth
+$172M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
490
New
Increased
Reduced
Closed

Top Buys

1
+$7.54M
2
+$3.01M
3
+$2.88M
4
INTU icon
Intuit
INTU
+$2.51M
5
TGT icon
Target
TGT
+$2.35M

Top Sells

1
+$9.17M
2
+$7.64M
3
+$5.12M
4
DIS icon
Walt Disney
DIS
+$4.71M
5
VZ icon
Verizon
VZ
+$4.15M

Sector Composition

1 Technology 28.97%
2 Financials 11.81%
3 Healthcare 9.05%
4 Industrials 7.19%
5 Consumer Discretionary 6.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$40K ﹤0.01%
233
277
$40K ﹤0.01%
829
278
$39K ﹤0.01%
941
-225
279
$39K ﹤0.01%
538
+58
280
$38K ﹤0.01%
406
-6,797
281
$38K ﹤0.01%
526
+175
282
$37K ﹤0.01%
897
283
$37K ﹤0.01%
+206
284
$37K ﹤0.01%
58
+33
285
$33K ﹤0.01%
150
286
$32K ﹤0.01%
2,000
287
$32K ﹤0.01%
442
288
$32K ﹤0.01%
218
289
$31K ﹤0.01%
350
290
$30K ﹤0.01%
105
+20
291
$30K ﹤0.01%
450
292
$30K ﹤0.01%
400
293
$28K ﹤0.01%
1,780
294
$28K ﹤0.01%
1,240
295
$28K ﹤0.01%
210
296
$27K ﹤0.01%
900
297
$27K ﹤0.01%
+303
298
$26K ﹤0.01%
199
299
$26K ﹤0.01%
347
300
$25K ﹤0.01%
457
+25
10 11
12
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