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
426
$2K ﹤0.01%
+6
427
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90
428
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10
429
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20
430
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+153
431
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16
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$1K ﹤0.01%
15
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+100
434
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435
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+8
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22
+3
437
$1K ﹤0.01%
6
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2
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+14
441
$1K ﹤0.01%
+4
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+27
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$1K ﹤0.01%
250
444
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15
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+7
446
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18
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447
$1K ﹤0.01%
3
448
$0 ﹤0.01%
1
449
– –
-2,545
450
– –
-2,990
16 17
18
19 20