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
$2.74B
AUM Growth
+$6.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
446
New
Increased
Reduced
Closed

Top Buys

1 +$7.37M
2 +$6.22M
3 +$5.01M
4
ORCL icon
Oracle
ORCL
+$3.49M
5
VZ icon
Verizon
VZ
+$2.81M

Top Sells

1 +$21.6M
2 +$10.3M
3 +$8.77M
4
DIS icon
Walt Disney
DIS
+$8.01M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$8.01M

Sector Composition

1 Technology 32.37%
2 Financials 11.99%
3 Industrials 8.25%
4 Healthcare 5.46%
5 Consumer Discretionary 5.17%