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
376
$6.32K ﹤0.01%
50
377
$6.24K ﹤0.01%
100
-3,400
378
$6.14K ﹤0.01%
96
379
$6.1K ﹤0.01%
181
380
$6.07K ﹤0.01%
1,077
381
$5.51K ﹤0.01%
+866
382
$5.41K ﹤0.01%
33
383
$5.32K ﹤0.01%
150
384
$5.27K ﹤0.01%
93
385
$5.18K ﹤0.01%
+47
386
$4.91K ﹤0.01%
102
387
$4.86K ﹤0.01%
72
388
$4.82K ﹤0.01%
61
389
$4.8K ﹤0.01%
119
390
$4.7K ﹤0.01%
12
391
$4.45K ﹤0.01%
74
392
$4.45K ﹤0.01%
40
393
$4.31K ﹤0.01%
100
394
$4.16K ﹤0.01%
131
395
$4.12K ﹤0.01%
138
396
$4.09K ﹤0.01%
125
397
$4.02K ﹤0.01%
66
398
$3.87K ﹤0.01%
288
399
$3.67K ﹤0.01%
+100
400
$3.53K ﹤0.01%
150
14 15
16
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