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
$1.39B
AUM Growth
+$50.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
381
New
Increased
Reduced
Closed

Top Buys

1
+$4.02M
2
+$2.63M
3
+$2.2M
4
ICE icon
Intercontinental Exchange
ICE
+$2.17M
5
MSCI icon
MSCI
MSCI
+$1.59M

Top Sells

1
+$3.45M
2
+$3.32M
3
+$2.86M
4
SCHW icon
Charles Schwab
SCHW
+$2.54M
5
EOG icon
EOG Resources
EOG
+$2.49M

Sector Composition

1 Technology 32.99%
2 Financials 10.79%
3 Industrials 7.06%
4 Healthcare 6.92%
5 Consumer Discretionary 5.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$8K ﹤0.01%
150
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45
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$5K ﹤0.01%
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$4K ﹤0.01%
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$4K ﹤0.01%
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$4K ﹤0.01%
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$3K ﹤0.01%
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28
+6
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$3K ﹤0.01%
150
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$3K ﹤0.01%
83
349
$2K ﹤0.01%
30
350
$2K ﹤0.01%
88
12 13
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