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
301
$25K ﹤0.01%
91
302
$25K ﹤0.01%
394
303
$24K ﹤0.01%
200
304
$23K ﹤0.01%
1,000
305
$23K ﹤0.01%
551
306
$23K ﹤0.01%
398
-200
307
$22K ﹤0.01%
60
308
$20K ﹤0.01%
325
-2,455
309
$20K ﹤0.01%
+340
310
$20K ﹤0.01%
344
311
$20K ﹤0.01%
89
-1
312
$20K ﹤0.01%
831
-42
313
$19K ﹤0.01%
110
314
$19K ﹤0.01%
+180
315
$19K ﹤0.01%
400
316
$19K ﹤0.01%
200
317
$18K ﹤0.01%
206
318
$18K ﹤0.01%
318
-20
319
$18K ﹤0.01%
176
-14
320
$18K ﹤0.01%
750
321
$17K ﹤0.01%
500
322
$17K ﹤0.01%
+117
323
$16K ﹤0.01%
25
324
$16K ﹤0.01%
310
325
$16K ﹤0.01%
225
11 12
13
14 15