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
301
$28.8K ﹤0.01%
375
-175
302
$28.3K ﹤0.01%
2,000
303
$27.7K ﹤0.01%
+800
304
$27K ﹤0.01%
218
305
$26.4K ﹤0.01%
242
306
$26.1K ﹤0.01%
1,200
+315
307
$25.8K ﹤0.01%
340
308
$23.1K ﹤0.01%
1,780
309
$23K ﹤0.01%
210
310
$22.2K ﹤0.01%
200
311
$22.1K ﹤0.01%
390
312
$21.5K ﹤0.01%
483
+182
313
$21.2K ﹤0.01%
347
314
$20.6K ﹤0.01%
600
315
$20.3K ﹤0.01%
250
316
$19.7K ﹤0.01%
551
317
$19.4K ﹤0.01%
1,000
318
$18.6K ﹤0.01%
419
-186
319
$17.9K ﹤0.01%
91
320
$17.8K ﹤0.01%
206
321
$17.5K ﹤0.01%
1,240
322
$17.4K ﹤0.01%
77
-9
323
$17.4K ﹤0.01%
318
324
$16.9K ﹤0.01%
261
325
$16.4K ﹤0.01%
600
11 12
13
14 15