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
$1.94B
AUM Growth
+$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
461
New
Increased
Reduced
Closed

Top Buys

1
+$7.4M
2
+$5.79M
3
+$4.78M
4
EXR icon
Extra Space Storage
EXR
+$4.14M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$3.46M

Top Sells

1
+$6.6M
2
+$6.01M
3
+$4.41M
4
MDT icon
Medtronic
MDT
+$2.92M
5
FISV
Fiserv Inc
FISV
+$2.27M

Sector Composition

1 Technology 28.56%
2 Financials 11.39%
3 Industrials 8.14%
4 Healthcare 7.85%
5 Consumer Discretionary 4.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$53.4K ﹤0.01%
1,000
277
$53.2K ﹤0.01%
829
278
$52.8K ﹤0.01%
400
279
$52.6K ﹤0.01%
1,609
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280
$50.2K ﹤0.01%
799
281
$49.9K ﹤0.01%
+200
282
$47.9K ﹤0.01%
875
283
$47.5K ﹤0.01%
477
-1,115
284
$44.6K ﹤0.01%
2,000
285
$41.2K ﹤0.01%
+813
286
$40.9K ﹤0.01%
+200
287
$40.8K ﹤0.01%
1,300
-1,200
288
$37.6K ﹤0.01%
1,450
289
$36.4K ﹤0.01%
+400
290
$35.8K ﹤0.01%
150
291
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140
292
$35.6K ﹤0.01%
850
293
$35.5K ﹤0.01%
285
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294
$35.3K ﹤0.01%
97
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295
$35.2K ﹤0.01%
155
296
$32.6K ﹤0.01%
+1,180
297
$31.9K ﹤0.01%
199
298
$29.9K ﹤0.01%
250
299
$29.5K ﹤0.01%
1,080
300
$28.8K ﹤0.01%
457
-91
10 11
12
13 14