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
$2.23B
AUM Growth
+$249M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
458
New
Increased
Reduced
Closed

Top Buys

1
+$8.52M
2
+$3.15M
3
+$2.61M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$2.61M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.28M

Top Sells

1
+$11M
2
+$10.2M
3
+$6.02M
4
RMD icon
ResMed
RMD
+$4.05M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$2.88M

Sector Composition

1 Technology 29.77%
2 Financials 10.54%
3 Industrials 8.41%
4 Healthcare 7.08%
5 Consumer Discretionary 5.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$180K 0.01%
+2,420
227
$173K 0.01%
1,230
228
$169K 0.01%
2,175
229
$162K 0.01%
7,812
230
$162K 0.01%
4,811
+3,251
231
$159K 0.01%
1,145
+19
232
$156K 0.01%
2,080
+2,000
233
$155K 0.01%
388
+88
234
$154K 0.01%
175
235
$153K 0.01%
1,700
236
$151K 0.01%
1,275
237
$148K 0.01%
3,150
238
$146K 0.01%
2,525
-25
239
$143K 0.01%
5,065
240
$143K 0.01%
1,050
241
$140K 0.01%
1,052
242
$139K 0.01%
+1,000
243
$139K 0.01%
1,382
244
$137K 0.01%
1,614
245
$134K 0.01%
1,140
246
$132K 0.01%
5,460
+930
247
$130K 0.01%
1,735
248
$124K 0.01%
2,525
249
$124K 0.01%
+4,700
250
$123K 0.01%
450
-70
8 9
10
11 12