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
$1.99B
AUM Growth
+$40.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
455
New
Increased
Reduced
Closed

Top Buys

1
+$4.21M
2
+$2.43M
3
+$2.3M
4
DHR icon
Danaher
DHR
+$2.25M
5
ICLR icon
Icon
ICLR
+$2.2M

Top Sells

1
+$8.58M
2
+$3.4M
3
+$2.21M
4
BHP icon
BHP
BHP
+$1.48M
5
YUMC icon
Yum China
YUMC
+$1.09M

Sector Composition

1 Technology 29.94%
2 Financials 12.41%
3 Healthcare 9.18%
4 Industrials 6.27%
5 Consumer Discretionary 6.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$27K ﹤0.01%
+500
302
$26K ﹤0.01%
450
303
$25K ﹤0.01%
200
304
$25K ﹤0.01%
900
305
$24K ﹤0.01%
85
306
$24K ﹤0.01%
+430
307
$24K ﹤0.01%
351
+200
308
$24K ﹤0.01%
+199
309
$24K ﹤0.01%
432
310
$24K ﹤0.01%
1,675
+675
311
$24K ﹤0.01%
190
+10
312
$24K ﹤0.01%
394
-1,142
313
$23K ﹤0.01%
+347
314
$22K ﹤0.01%
1,000
315
$22K ﹤0.01%
551
316
$22K ﹤0.01%
200
317
$22K ﹤0.01%
91
318
$22K ﹤0.01%
1,084
+850
319
$21K ﹤0.01%
+250
320
$21K ﹤0.01%
157
+105
321
$21K ﹤0.01%
90
+3
322
$20K ﹤0.01%
873
+42
323
$20K ﹤0.01%
450
324
$19K ﹤0.01%
338
+20
325
$19K ﹤0.01%
+344
11 12
13
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