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
201
$235K 0.01%
4,610
-2,501
202
$232K 0.01%
2,662
+2,412
203
$229K 0.01%
3,739
+402
204
$227K 0.01%
4,184
+2,651
205
$226K 0.01%
2,571
-1,059
206
$223K 0.01%
1,580
207
$216K 0.01%
1,542
+1,045
208
$212K 0.01%
2,003
209
$208K 0.01%
35,503
210
$207K 0.01%
+2,883
211
$207K 0.01%
5,195
+331
212
$205K 0.01%
3,506
+2,446
213
$201K 0.01%
11,000
214
$201K 0.01%
813
+521
215
$201K 0.01%
2,305
+1,379
216
$195K 0.01%
1,735
+25
217
$188K 0.01%
547
-293
218
$187K 0.01%
9,112
-592
219
$186K 0.01%
4,751
+3,030
220
$184K 0.01%
1,799
221
$179K 0.01%
1,549
222
$173K 0.01%
2,455
+1,180
223
$169K 0.01%
2,154
+1,224
224
$160K 0.01%
7,000
225
$160K 0.01%
580
+550
7 8
9
10 11