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
$2.08B
AUM Growth
+$144M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
495
New
Increased
Reduced
Closed

Top Buys

1
+$8.56M
2
+$7.58M
3
+$3.19M
4
BP icon
BP
BP
+$3.09M
5
SCHW icon
Charles Schwab
SCHW
+$2.89M

Top Sells

1
+$1.64B
2
+$7.61M
3
+$6.75M
4
ENB icon
Enbridge
ENB
+$4.75M
5
ATVI
Activision Blizzard
ATVI
+$4.01M

Sector Composition

1 Technology 29.44%
2 Financials 11.03%
3 Industrials 8.14%
4 Healthcare 7.34%
5 Consumer Discretionary 5.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$218K 0.01%
1,250
202
$215K 0.01%
2,003
203
$212K 0.01%
4,390
+3,300
204
$205K 0.01%
6,104
205
$201K 0.01%
3,145
+200
206
$194K 0.01%
3,750
207
$191K 0.01%
1,126
208
$185K 0.01%
1,395
-228
209
$185K 0.01%
3,713
-78
210
$182K 0.01%
5,766
-290
211
$175K 0.01%
1,500
212
$170K 0.01%
1,900
213
$169K 0.01%
1,919
214
$166K 0.01%
5,000
215
$156K 0.01%
625
216
$155K 0.01%
1,053
+153
217
$151K 0.01%
2,775
-100
218
$151K 0.01%
5,065
+1,501
219
$149K 0.01%
1,230
-50
220
$147K 0.01%
1,158
+108
221
$146K 0.01%
7,812
222
$144K 0.01%
578
+82
223
$142K 0.01%
3,335
+1,200
224
$141K 0.01%
3,563
+3,353
225
$139K 0.01%
1,275
7 8
9
10 11