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
$776M
AUM Growth
+$18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
436
New
Increased
Reduced
Closed

Top Buys

1
+$2.13M
2
+$2.1M
3
+$1.95M
4
META icon
Meta Platforms (Facebook)
META
+$1.55M
5
UAA icon
Under Armour
UAA
+$1.34M

Top Sells

1
+$39.9M
2
+$2.68M
3
+$1.92M
4
PM icon
Philip Morris
PM
+$1.89M
5
MET icon
MetLife
MET
+$1.66M

Sector Composition

1 Technology 36.55%
2 Financials 9.96%
3 Industrials 8.19%
4 Healthcare 7.99%
5 Consumer Staples 5.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$219K 0.03%
+16,135
252
$218K 0.03%
3,590
+100
253
$199K 0.03%
2,105
-130
254
$199K 0.03%
4,075
-1,470
255
$197K 0.03%
1,765
+790
256
$197K 0.03%
1,725
-510
257
$195K 0.03%
1,675
258
$184K 0.02%
+14,625
259
$178K 0.02%
2,325
+1,475
260
$170K 0.02%
1,350
+45
261
$161K 0.02%
1,275
+350
262
$155K 0.02%
1,975
-275
263
$154K 0.02%
2,550
-950
264
$154K 0.02%
4,048
+3,518
265
$153K 0.02%
2,410
-150
266
$149K 0.02%
3,800
267
$145K 0.02%
630
+100
268
$145K 0.02%
1,192
+192
269
$142K 0.02%
855
+775
270
$135K 0.02%
15,990
271
$132K 0.02%
1,750
+250
272
$128K 0.02%
2,330
+495
273
$123K 0.02%
545
-15
274
$116K 0.01%
100
275
$115K 0.01%
1,550
-50
9 10
11
12 13