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
$2.43B
AUM Growth
-$28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
465
New
Increased
Reduced
Closed

Top Buys

1
+$8.09M
2
+$3.02M
3
+$2.75M
4
CPRT icon
Copart
CPRT
+$2.63M
5
VV icon
Vanguard Large-Cap ETF
VV
+$2.09M

Top Sells

1
+$7.66M
2
+$6.7M
3
+$3.07M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$2.59M
5
VB icon
Vanguard Small-Cap ETF
VB
+$2.59M

Sector Composition

1 Technology 31.33%
2 Financials 9.99%
3 Industrials 7.9%
4 Healthcare 7.53%
5 Consumer Discretionary 5.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$183K 0.01%
1,586
-267
227
$173K 0.01%
6,104
228
$171K 0.01%
5,065
229
$170K 0.01%
162
-13
230
$165K 0.01%
2,525
231
$165K 0.01%
1,275
232
$163K 0.01%
1,210
-2,393
233
$162K 0.01%
1,775
234
$161K 0.01%
1,735
235
$159K 0.01%
1,090
236
$158K 0.01%
1,145
237
$157K 0.01%
53
+15
238
$152K 0.01%
6,000
-250
239
$151K 0.01%
1,095
240
$147K 0.01%
3,000
241
$144K 0.01%
1,050
242
$144K 0.01%
2,175
243
$141K 0.01%
1,140
244
$140K 0.01%
2,640
245
$139K 0.01%
450
246
$138K 0.01%
875
-1,000
247
$136K 0.01%
4,700
248
$130K 0.01%
1,000
249
$128K 0.01%
1,272
250
$128K 0.01%
1,235
8 9
10
11 12