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
126
$1.6M 0.21%
15,095
+200
127
$1.6M 0.21%
60,550
-1,340
128
$1.6M 0.2%
18,225
+16,980
129
$1.58M 0.2%
12,496
+146
130
$1.57M 0.2%
40,000
-475
131
$1.56M 0.2%
8,450
+7,595
132
$1.52M 0.2%
111,531
+22,020
133
$1.49M 0.19%
6,615
+6,070
134
$1.45M 0.19%
46,680
+650
135
$1.44M 0.19%
26,541
+666
136
$1.43M 0.18%
53,890
-185
137
$1.41M 0.18%
44,817
-1,155
138
$1.4M 0.18%
19,878
139
$1.35M 0.17%
16,980
+7,975
140
$1.34M 0.17%
8,750
+1,450
141
$1.33M 0.17%
23,960
+655
142
$1.33M 0.17%
28,000
+770
143
$1.3M 0.17%
20,000
144
$1.28M 0.16%
33,450
+1,395
145
$1.27M 0.16%
39,930
146
$1.25M 0.16%
23,660
+700
147
$1.25M 0.16%
28,420
-405
148
$1.25M 0.16%
21,968
+637
149
$1.24M 0.16%
29,165
-50
150
$1.24M 0.16%
29,525
+4,425
4 5
6
7 8