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PAI
Pittenger & Anderson Inc Portfolio holdings
AUM
$2.51B
1-Year Est. Return
2.5%
This Fund
S&P 500
This Quarter
Est. Return
-0.63%
1 Year Est. Return
+2.5%
3 Year Est. Return
+53.22%
5 Year Est. Return
+61.25%
10 Year Est. Return
+275.09%
AUM
$717M
AUM Growth
+$4.63M
(+0.65%)
Cap. Flow
+$10.2M
Cap. Flow
% of AUM
1.42%
Top 10 Holdings %
Top 10 Hldgs %
40.03%
Holding
294
New
10
Increased
133
Reduced
91
Closed
7
Top Buys
| 1 |
Boeing
BA
|
+$1,000K |
| 2 |
Johnson Controls International
JCI
|
+$725K |
| 3 |
Welltower
WELL
|
+$585K |
| 4 |
iShares Europe ETF
IEV
|
+$519K |
| 5 |
Automatic Data Processing
ADP
|
+$491K |
Top Sells
| 1 |
Devon Energy
DVN
|
+$1.47M |
| 2 |
Progressive
PGR
|
+$1.23M |
| 3 |
Nike
NKE
|
+$696K |
| 4 |
American Express
AXP
|
+$435K |
| 5 |
Buckle
BKE
|
+$422K |
Sector Composition
| 1 | Technology | 36.08% |
| 2 | Financials | 8.54% |
| 3 | Industrials | 6.13% |
| 4 | Healthcare | 5.42% |
| 5 | Energy | 4.87% |
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