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
$1.42B
AUM Growth
+$245M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
373
New
Increased
Reduced
Closed

Top Buys

1
+$5.4M
2
+$5.22M
3
+$4.64M
4
VEEV icon
Veeva Systems
VEEV
+$3.23M
5
RTX icon
RTX Corp
RTX
+$3.15M

Top Sells

1
+$2.73M
2
+$2.33M
3
+$2.28M
4
PPG icon
PPG Industries
PPG
+$2.1M
5
VFC icon
VF Corp
VFC
+$2.03M

Sector Composition

1 Technology 33.57%
2 Financials 11.37%
3 Healthcare 8.42%
4 Consumer Discretionary 6.48%
5 Industrials 5.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$44K ﹤0.01%
725
-33,500
252
$43K ﹤0.01%
+400
253
$43K ﹤0.01%
+500
254
$43K ﹤0.01%
995
-3,000
255
$42K ﹤0.01%
1,019
256
$41K ﹤0.01%
375
257
$41K ﹤0.01%
772
258
$37K ﹤0.01%
645
+70
259
$35K ﹤0.01%
494
260
$35K ﹤0.01%
260
+50
261
$32K ﹤0.01%
900
262
$32K ﹤0.01%
155
263
$32K ﹤0.01%
350
264
$31K ﹤0.01%
450
265
$30K ﹤0.01%
600
266
$30K ﹤0.01%
385
267
$29K ﹤0.01%
1,731
-375
268
$27K ﹤0.01%
+5,000
269
$27K ﹤0.01%
2,000
270
$27K ﹤0.01%
1,250
271
$26K ﹤0.01%
150
272
$26K ﹤0.01%
2,324
273
$26K ﹤0.01%
440
274
$26K ﹤0.01%
+100
275
$24K ﹤0.01%
500
-1,975
9 10
11
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