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
$1.82B
AUM Growth
+$155M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
494
New
Increased
Reduced
Closed

Top Buys

1
+$14.8M
2
+$3.22M
3
+$3M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$2.66M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.58M

Top Sells

1
+$6.69M
2
+$6.53M
3
+$4.59M
4
FISV
Fiserv Inc
FISV
+$2.39M
5
WST icon
West Pharmaceutical
WST
+$2.03M

Sector Composition

1 Technology 26.67%
2 Financials 12.06%
3 Industrials 8.76%
4 Healthcare 8.58%
5 Consumer Staples 5.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$133K 0.01%
1,900
-650
227
$130K 0.01%
1,460
+120
228
$127K 0.01%
800
229
$126K 0.01%
175
-25
230
$125K 0.01%
1,525
-200
231
$123K 0.01%
868
+514
232
$121K 0.01%
2,525
233
$115K 0.01%
496
+251
234
$114K 0.01%
1,093
235
$108K 0.01%
6,000
236
$107K 0.01%
1,200
237
$102K 0.01%
3,564
238
$102K 0.01%
1,625
239
$102K 0.01%
1,545
-497
240
$99.8K 0.01%
4,400
241
$99.3K 0.01%
600
+100
242
$97.2K 0.01%
1,820
-165
243
$95.5K 0.01%
680
244
$93.9K 0.01%
+325
245
$89.1K ﹤0.01%
6,500
+500
246
$89.1K ﹤0.01%
6,412
-4,160
247
$88.7K ﹤0.01%
1,235
-920
248
$88.2K ﹤0.01%
2,135
+735
249
$84.6K ﹤0.01%
3,050
250
$78.8K ﹤0.01%
335
-8,611
8 9
10
11 12