PAI

Pittenger & Anderson Inc Portfolio holdings

AUM $2.74B
1-Year Est. Return 20.47%
This Quarter Est. Return
1 Year Est. Return
+20.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.34B
AUM Growth
+$58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
391
New
Increased
Reduced
Closed

Top Buys

1
+$2.48M
2
+$2.11M
3
+$2.06M
4
STZ icon
Constellation Brands
STZ
+$1.63M
5
META icon
Meta Platforms (Facebook)
META
+$1.57M

Top Sells

1
+$4.78M
2
+$3.64M
3
+$2.64M
4
HAS icon
Hasbro
HAS
+$2.59M
5
DD icon
DuPont de Nemours
DD
+$2.39M

Sector Composition

1 Technology 31.46%
2 Financials 10.42%
3 Industrials 7.64%
4 Healthcare 7.1%
5 Consumer Discretionary 5.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$70K 0.01%
+16,960
252
$70K 0.01%
+510
253
$69K 0.01%
545
254
$62K ﹤0.01%
500
255
$61K ﹤0.01%
2,670
+50
256
$58K ﹤0.01%
+350
257
$58K ﹤0.01%
500
258
$57K ﹤0.01%
516
+380
259
$57K ﹤0.01%
1,035
260
$56K ﹤0.01%
1,450
261
$56K ﹤0.01%
1,100
+100
262
$56K ﹤0.01%
245
263
$56K ﹤0.01%
+513
264
$51K ﹤0.01%
255
265
$49K ﹤0.01%
575
266
$49K ﹤0.01%
450
267
$49K ﹤0.01%
1,000
268
$48K ﹤0.01%
625
269
$47K ﹤0.01%
1,040
270
$47K ﹤0.01%
804
271
$45K ﹤0.01%
2,406
272
$43K ﹤0.01%
772
273
$43K ﹤0.01%
350
274
$43K ﹤0.01%
800
275
$42K ﹤0.01%
250
-250
9 10
11
12 13