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
$2.16B
AUM Growth
+$172M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
490
New
Increased
Reduced
Closed

Top Buys

1
+$7.54M
2
+$3.01M
3
+$2.88M
4
INTU icon
Intuit
INTU
+$2.51M
5
TGT icon
Target
TGT
+$2.35M

Top Sells

1
+$9.17M
2
+$7.64M
3
+$5.12M
4
DIS icon
Walt Disney
DIS
+$4.71M
5
VZ icon
Verizon
VZ
+$4.15M

Sector Composition

1 Technology 28.97%
2 Financials 11.81%
3 Healthcare 9.05%
4 Industrials 7.19%
5 Consumer Discretionary 6.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$405K 0.02%
3,808
-883
177
$384K 0.02%
7,461
+2,005
178
$367K 0.02%
2,540
+980
179
$367K 0.02%
3,000
-1
180
$365K 0.02%
152
+60
181
$358K 0.02%
2,641
+1,273
182
$357K 0.02%
3,400
183
$332K 0.02%
4,640
-300
184
$330K 0.02%
947
+645
185
$326K 0.02%
3,505
+2,335
186
$300K 0.01%
1,122
187
$295K 0.01%
3,750
-184
188
$293K 0.01%
3,504
189
$277K 0.01%
2,361
+326
190
$268K 0.01%
9,985
191
$268K 0.01%
517
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192
$265K 0.01%
2,855
+1,900
193
$256K 0.01%
389
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194
$256K 0.01%
1,299
-1,484
195
$252K 0.01%
1,380
196
$251K 0.01%
6,104
197
$245K 0.01%
1,143
+785
198
$243K 0.01%
1,549
-50
199
$239K 0.01%
4,750
+2,965
200
$237K 0.01%
2,550
6 7
8
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