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
176
$814K 0.03%
2,883
+23
177
$732K 0.03%
+29,000
178
$705K 0.03%
+12,340
179
$686K 0.03%
4,864
180
$675K 0.02%
1,392
-501
181
$672K 0.02%
3,545
+735
182
$670K 0.02%
1,575
-410
183
$657K 0.02%
3,800
+2,500
184
$584K 0.02%
6,900
185
$583K 0.02%
2,950
186
$578K 0.02%
4,114
-151
187
$548K 0.02%
1,232
-113
188
$480K 0.02%
3,600
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189
$471K 0.02%
6,600
190
$466K 0.02%
5,557
+4,522
191
$465K 0.02%
+7,305
192
$461K 0.02%
1,893
193
$450K 0.02%
2,865
+2,515
194
$446K 0.02%
4,570
-1,145
195
$432K 0.02%
+1,750
196
$419K 0.02%
3,000
197
$409K 0.02%
9,380
+380
198
$405K 0.01%
531
-10
199
$392K 0.01%
1,110
+979
200
$391K 0.01%
6,021
+385
6 7
8
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