PAI

Pittenger & Anderson Inc Portfolio holdings

AUM $2.51B
1-Year Est. Return 2.78%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+2.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.74B
AUM Growth
+$6.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
446
New
Increased
Reduced
Closed

Top Buys

1
+$6.81M
2
+$5.49M
3
+$4.24M
4
VZ icon
Verizon
VZ
+$2.81M
5
ORCL icon
Oracle
ORCL
+$2.58M

Top Sells

1
+$21.6M
2
+$8.25M
3
+$8.24M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$7.47M
5
GS icon
Goldman Sachs
GS
+$7.18M

Sector Composition

1 Technology 32.37%
2 Financials 11.99%
3 Industrials 8.25%
4 Healthcare 5.46%
5 Consumer Discretionary 5.17%
Name Market Value Portfolio Weight Shares or Principal Change
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