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
326
$16.3K ﹤0.01%
750
327
$15.6K ﹤0.01%
110
328
$15.3K ﹤0.01%
51
329
$15.1K ﹤0.01%
+50
330
$14.5K ﹤0.01%
344
331
$14.2K ﹤0.01%
235
332
$14.2K ﹤0.01%
63
333
$14K ﹤0.01%
+450
334
$13.9K ﹤0.01%
120
+59
335
$13.6K ﹤0.01%
300
336
$13.4K ﹤0.01%
300
337
$13.2K ﹤0.01%
63
+16
338
$12.9K ﹤0.01%
340
339
$12.9K ﹤0.01%
30
340
$12.6K ﹤0.01%
99
341
$12.2K ﹤0.01%
50
342
$12K ﹤0.01%
318
+118
343
$11.9K ﹤0.01%
+123
344
$11.5K ﹤0.01%
135
345
$11.2K ﹤0.01%
+588
346
$11.2K ﹤0.01%
188
-52
347
$11K ﹤0.01%
47
+26
348
$11K ﹤0.01%
1,000
349
$10.8K ﹤0.01%
50
350
$10.8K ﹤0.01%
34
+21
12 13
14
15 16