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
$779M
AUM Growth
+$2.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
437
New
Increased
Reduced
Closed

Top Buys

1
+$1.81M
2
+$1.71M
3
+$1.6M
4
SWKS icon
Skyworks Solutions
SWKS
+$1.53M
5
URI icon
United Rentals
URI
+$1.49M

Top Sells

1
+$21.9M
2
+$3.43M
3
+$2.58M
4
DEO icon
Diageo
DEO
+$2.37M
5
STX icon
Seagate
STX
+$2.34M

Sector Composition

1 Technology 34.64%
2 Financials 10.17%
3 Healthcare 9.02%
4 Industrials 8.1%
5 Consumer Discretionary 5.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$65K 0.01%
4,545
+525
302
$64K 0.01%
800
-310
303
$64K 0.01%
1,356
304
$63K 0.01%
167
305
$63K 0.01%
4,380
306
$59K 0.01%
1,784
-27,741
307
$58K 0.01%
675
-350
308
$57K 0.01%
+750
309
$52K 0.01%
+10,160
310
$52K 0.01%
250
311
$51K 0.01%
8,000
312
$49K 0.01%
775
-1,200
313
$48K 0.01%
775
314
$46K 0.01%
+930
315
$46K 0.01%
1,000
316
$44K 0.01%
+850
317
$44K 0.01%
500
318
$44K 0.01%
365
-190
319
$43K 0.01%
1,920
320
$43K 0.01%
+14,500
321
$43K 0.01%
600
322
$43K 0.01%
+1,500
323
$42K 0.01%
1,100
324
$42K 0.01%
570
325
$40K 0.01%
+1,000
11 12
13
14 15