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
401
$3.45K ﹤0.01%
85
402
$3.08K ﹤0.01%
50
403
$2.75K ﹤0.01%
250
404
$2.67K ﹤0.01%
40
405
$2.56K ﹤0.01%
100
406
$2.53K ﹤0.01%
610
407
$2.47K ﹤0.01%
16
408
$2.45K ﹤0.01%
51
+7
409
$2.38K ﹤0.01%
99
+9
410
$2.07K ﹤0.01%
85
411
$1.89K ﹤0.01%
60
412
$1.82K ﹤0.01%
21
413
$1.77K ﹤0.01%
21
+20
414
$1.41K ﹤0.01%
17
415
$1.34K ﹤0.01%
18
-4
416
$1.24K ﹤0.01%
17
417
$1.18K ﹤0.01%
10
418
$1.13K ﹤0.01%
100
419
$1.05K ﹤0.01%
+50
420
$802 ﹤0.01%
16
421
$642 ﹤0.01%
11
422
$610 ﹤0.01%
10
423
$525 ﹤0.01%
15
424
$465 ﹤0.01%
30
425
$452 ﹤0.01%
2
-223
15 16
17
18 19