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
$1.5B
AUM Growth
+$108M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
388
New
Increased
Reduced
Closed

Top Buys

1
+$2.5M
2
+$2.31M
3
+$1.45M
4
CCI icon
Crown Castle
CCI
+$1.31M
5
NDAQ icon
Nasdaq
NDAQ
+$1.14M

Top Sells

1
+$3.15M
2
+$2.4M
3
+$1.02M
4
TSM icon
TSMC
TSM
+$988K
5
ANET icon
Arista Networks
ANET
+$967K

Sector Composition

1 Technology 33.91%
2 Financials 10.12%
3 Healthcare 7.21%
4 Industrials 6.69%
5 Consumer Discretionary 5.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$164K 0.01%
3,453
-50,579
227
$160K 0.01%
+2,000
228
$153K 0.01%
1,000
229
$145K 0.01%
2,650
+800
230
$143K 0.01%
1,000
-150
231
$137K 0.01%
1,635
-2,390
232
$137K 0.01%
1,140
233
$134K 0.01%
2,000
+20
234
$134K 0.01%
1,655
-50
235
$130K 0.01%
2,164
-46
236
$128K 0.01%
2,200
237
$127K 0.01%
1,204
238
$121K 0.01%
1,475
239
$119K 0.01%
795
240
$116K 0.01%
1,950
241
$115K 0.01%
805
242
$110K 0.01%
3,575
-2,045
243
$107K 0.01%
837
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244
$103K 0.01%
2,859
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245
$103K 0.01%
309
-8
246
$102K 0.01%
821
247
$99K 0.01%
510
248
$98K 0.01%
1,460
+100
249
$96K 0.01%
1,375
250
$95K 0.01%
729
+254
8 9
10
11 12