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
$758M
AUM Growth
+$76.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
434
New
Increased
Reduced
Closed

Top Buys

1
+$9.04M
2
+$2.58M
3
+$2.58M
4
TJX icon
TJX Companies
TJX
+$2.34M
5
M icon
Macy's
M
+$1.93M

Top Sells

1
+$27.7M
2
+$2.97M
3
+$2.86M
4
XLB icon
Materials Select Sector SPDR Fund
XLB
+$1.31M
5
FITB icon
Fifth Third Bancorp
FITB
+$1.18M

Sector Composition

1 Technology 38.62%
2 Financials 10.27%
3 Industrials 8.32%
4 Healthcare 6.84%
5 Consumer Staples 5.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$21K ﹤0.01%
+750
352
$21K ﹤0.01%
1,000
353
$20K ﹤0.01%
530
354
$20K ﹤0.01%
240
355
$20K ﹤0.01%
370
356
$19K ﹤0.01%
+1,000
357
$19K ﹤0.01%
300
-50
358
$19K ﹤0.01%
2,400
359
$18K ﹤0.01%
+2,250
360
$17K ﹤0.01%
320
361
$17K ﹤0.01%
300
362
$16K ﹤0.01%
309
363
$16K ﹤0.01%
350
364
$15K ﹤0.01%
+600
365
$14K ﹤0.01%
+68
366
$14K ﹤0.01%
75
367
$14K ﹤0.01%
2,200
+200
368
$13K ﹤0.01%
190
369
$13K ﹤0.01%
80
+30
370
$12K ﹤0.01%
300
371
$12K ﹤0.01%
300
372
$12K ﹤0.01%
150
373
$11K ﹤0.01%
1,400
374
$11K ﹤0.01%
375
375
$10K ﹤0.01%
125
13 14
15
16 17