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
$995M
AUM Growth
+$54.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
377
New
Increased
Reduced
Closed

Top Buys

1
+$5.3M
2
+$5.09M
3
+$5.04M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$3.03M
5
C icon
Citigroup
C
+$2.8M

Top Sells

1
+$17.4M
2
+$3.2M
3
+$2.78M
4
TGT icon
Target
TGT
+$2.14M
5
LOW icon
Lowe's Companies
LOW
+$2.01M

Sector Composition

1 Technology 33.82%
2 Financials 10.16%
3 Industrials 6.99%
4 Healthcare 6.35%
5 Consumer Staples 4.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.87M 0.19%
59,076
-1,300
127
$1.86M 0.19%
29,109
-225
128
$1.83M 0.18%
25,000
129
$1.82M 0.18%
11,920
+320
130
$1.79M 0.18%
41,530
+1,181
131
$1.73M 0.17%
43,786
132
$1.69M 0.17%
29,520
+325
133
$1.69M 0.17%
7,148
+2,107
134
$1.67M 0.17%
24,915
+295
135
$1.67M 0.17%
15,235
-426
136
$1.66M 0.17%
69,075
-12,675
137
$1.66M 0.17%
6,940
-500
138
$1.63M 0.16%
50,445
139
$1.6M 0.16%
44,300
+480
140
$1.59M 0.16%
19,420
141
$1.59M 0.16%
13,750
-1,450
142
$1.53M 0.15%
20,645
+270
143
$1.52M 0.15%
69,520
144
$1.5M 0.15%
40,175
+530
145
$1.5M 0.15%
55,200
+3,286
146
$1.5M 0.15%
23,039
+309
147
$1.49M 0.15%
25,280
+320
148
$1.48M 0.15%
25,281
-47,598
149
$1.46M 0.15%
21,391
+277
150
$1.42M 0.14%
21,399
-977
4 5
6
7 8