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
$779M
AUM Growth
+$2.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
437
New
Increased
Reduced
Closed

Top Buys

1
+$1.81M
2
+$1.71M
3
+$1.6M
4
SWKS icon
Skyworks Solutions
SWKS
+$1.53M
5
URI icon
United Rentals
URI
+$1.49M

Top Sells

1
+$21.9M
2
+$3.43M
3
+$2.58M
4
DEO icon
Diageo
DEO
+$2.37M
5
STX icon
Seagate
STX
+$2.34M

Sector Composition

1 Technology 34.64%
2 Financials 10.17%
3 Healthcare 9.02%
4 Industrials 8.1%
5 Consumer Discretionary 5.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.88M 0.63%
36,135
+4,630
27
$4.83M 0.62%
46,040
+585
28
$4.82M 0.62%
158,370
+13,800
29
$4.72M 0.61%
53,990
+3,760
30
$4.72M 0.61%
50,534
+1,300
31
$4.66M 0.6%
57,886
+1,720
32
$4.62M 0.59%
47,745
+805
33
$4.5M 0.58%
38,470
+7,785
34
$4.46M 0.57%
102,841
+4,500
35
$4.46M 0.57%
72,540
-570
36
$4.26M 0.55%
43,689
+1,290
37
$4.23M 0.54%
103,531
+10,240
38
$4.19M 0.54%
68,987
-323
39
$4.18M 0.54%
126,220
+1,530
40
$4M 0.51%
31,449
-182
41
$3.97M 0.51%
51,075
+1,125
42
$3.94M 0.51%
42,105
+6,470
43
$3.92M 0.5%
64,080
+2,800
44
$3.9M 0.5%
41,040
+1,185
45
$3.83M 0.49%
96,512
+15,210
46
$3.81M 0.49%
141,986
+5,309
47
$3.8M 0.49%
18,215
+2,715
48
$3.75M 0.48%
45,020
+7,079
49
$3.72M 0.48%
244,202
+112,104
50
$3.69M 0.47%
41,501
+4,160
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