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
201
$559K 0.07%
2,960
+405
202
$552K 0.07%
20,000
+10,000
203
$547K 0.07%
7,605
+1,000
204
$525K 0.07%
5,150
205
$517K 0.07%
6,500
206
$516K 0.07%
+11,168
207
$516K 0.07%
7,350
208
$516K 0.07%
10,500
-1,094
209
$498K 0.06%
6,505
+465
210
$497K 0.06%
+5,590
211
$471K 0.06%
8,710
-1,440
212
$468K 0.06%
7,900
+3,500
213
$458K 0.06%
4,500
214
$444K 0.06%
3,385
-8,705
215
$442K 0.06%
36,500
+1,250
216
$439K 0.06%
8,906
+1,880
217
$437K 0.06%
5,450
-3,465
218
$434K 0.06%
22,956
219
$429K 0.06%
13,500
220
$428K 0.05%
+1,925
221
$413K 0.05%
8,286
-2,328
222
$411K 0.05%
26,787
+10,652
223
$404K 0.05%
12,004
-169
224
$401K 0.05%
42,713
225
$388K 0.05%
4,750
-3,150
7 8
9
10 11