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
351
$10K ﹤0.01%
250
+125
352
$10K ﹤0.01%
200
-23,900
353
$9K ﹤0.01%
+125
354
$9K ﹤0.01%
340
+265
355
$9K ﹤0.01%
+60
356
$9K ﹤0.01%
45
357
$9K ﹤0.01%
+125
358
$9K ﹤0.01%
175
359
$9K ﹤0.01%
200
360
$9K ﹤0.01%
60
361
$8K ﹤0.01%
+300
362
$8K ﹤0.01%
100
363
$8K ﹤0.01%
400
364
$8K ﹤0.01%
130
365
$8K ﹤0.01%
122
366
$7K ﹤0.01%
85
367
$7K ﹤0.01%
39
368
$7K ﹤0.01%
50
-107
369
$7K ﹤0.01%
61
+9
370
$7K ﹤0.01%
50
371
$7K ﹤0.01%
200
+100
372
$7K ﹤0.01%
150
373
$7K ﹤0.01%
35
374
$7K ﹤0.01%
160
375
$7K ﹤0.01%
85
13 14
15
16 17