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
$1.85B
AUM Growth
+$91.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
416
New
Increased
Reduced
Closed

Top Buys

1
+$9.98M
2
+$8.37M
3
+$3.86M
4
MS icon
Morgan Stanley
MS
+$3.7M
5
ETN icon
Eaton
ETN
+$2.81M

Top Sells

1
+$9.34M
2
+$6.11M
3
+$6.03M
4
CME icon
CME Group
CME
+$5.14M
5
ORCL icon
Oracle
ORCL
+$5M

Sector Composition

1 Technology 32.18%
2 Financials 11.71%
3 Healthcare 8.43%
4 Industrials 6.33%
5 Consumer Discretionary 5.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$189K 0.01%
1,620
-8,165
202
$187K 0.01%
4,500
+3,500
203
$186K 0.01%
4,306
+595
204
$185K 0.01%
35,503
-4,000
205
$183K 0.01%
1,380
206
$182K 0.01%
1,760
-40
207
$182K 0.01%
475
208
$180K 0.01%
2,437
209
$179K 0.01%
9,985
210
$171K 0.01%
10,544
-1,600
211
$168K 0.01%
4,461
-750
212
$165K 0.01%
1,637
+1,252
213
$160K 0.01%
2,127
+75
214
$156K 0.01%
417
215
$152K 0.01%
405
+55
216
$150K 0.01%
7,000
217
$150K 0.01%
1,580
218
$148K 0.01%
1,909
-650
219
$147K 0.01%
1,545
+10
220
$144K 0.01%
538
221
$143K 0.01%
2,750
+1,500
222
$138K 0.01%
1,276
+186
223
$130K 0.01%
2,430
224
$129K 0.01%
2,050
225
$124K 0.01%
+1,723
7 8
9
10 11