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
401
$5K ﹤0.01%
+125
402
$5K ﹤0.01%
131
403
$5K ﹤0.01%
21
404
$4K ﹤0.01%
16
405
$4K ﹤0.01%
+77
406
$4K ﹤0.01%
37
-247
407
$4K ﹤0.01%
100
-411
408
$4K ﹤0.01%
35
409
$4K ﹤0.01%
150
410
$4K ﹤0.01%
37
411
$4K ﹤0.01%
44
412
$4K ﹤0.01%
28
413
$4K ﹤0.01%
113
414
$4K ﹤0.01%
46
415
$3K ﹤0.01%
+100
416
$3K ﹤0.01%
+34
417
$3K ﹤0.01%
610
418
$3K ﹤0.01%
+26
419
$3K ﹤0.01%
4
420
$3K ﹤0.01%
8
-28
421
$3K ﹤0.01%
7
422
$3K ﹤0.01%
150
423
$3K ﹤0.01%
7
424
$2K ﹤0.01%
60
425
$2K ﹤0.01%
500
15 16
17
18 19