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
351
$10.5K ﹤0.01%
33
+3
352
$10.5K ﹤0.01%
150
+75
353
$10.3K ﹤0.01%
45
354
$10.1K ﹤0.01%
208
355
$10.1K ﹤0.01%
81
356
$10K ﹤0.01%
80
+45
357
$9.8K ﹤0.01%
145
358
$9.21K ﹤0.01%
283
359
$9.21K ﹤0.01%
225
+125
360
$9.09K ﹤0.01%
54
+28
361
$8.97K ﹤0.01%
775
+542
362
$8.72K ﹤0.01%
210
+25
363
$8.56K ﹤0.01%
175
364
$8.24K ﹤0.01%
206
365
$8.15K ﹤0.01%
100
366
$7.91K ﹤0.01%
400
367
$7.7K ﹤0.01%
+100
368
$7.47K ﹤0.01%
1,900
369
$7.44K ﹤0.01%
103
370
$7.37K ﹤0.01%
150
371
$6.85K ﹤0.01%
85
-36,156
372
$6.77K ﹤0.01%
25
373
$6.61K ﹤0.01%
350
374
$6.45K ﹤0.01%
280
375
$6.38K ﹤0.01%
61
13 14
15
16 17