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
$2.73B
AUM Growth
-$8.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
479
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$5.82M
3
+$4.57M
4
INTU icon
Intuit
INTU
+$4.27M
5
UBER icon
Uber
UBER
+$3.66M

Top Sells

1
+$16.5M
2
+$13.1M
3
+$7.35M
4
ZTS icon
Zoetis
ZTS
+$5.73M
5
CPRT icon
Copart
CPRT
+$5.68M

Sector Composition

1 Technology 28.76%
2 Financials 12.87%
3 Industrials 8.04%
4 Consumer Discretionary 5.69%
5 Healthcare 5.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$298 ﹤0.01%
+5
452
$289 ﹤0.01%
15
453
$181 ﹤0.01%
77
454
$84 ﹤0.01%
8
455
$25 ﹤0.01%
+17
456
$20 ﹤0.01%
+3
457
– –
-9,985
458
– –
-520
459
– –
-300
460
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-16
461
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-280
462
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-713
463
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464
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-66
465
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-100
466
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-120
467
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-950
468
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-20
469
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-105
470
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-210
471
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-1,500
472
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-60
473
– –
-30
474
– –
-3,429
475
– –
-4,000
16 17 18
19
20