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
$1.57B
AUM Growth
+$145M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
386
New
Increased
Reduced
Closed

Top Buys

1
+$6.86M
2
+$6.58M
3
+$5.9M
4
DHR icon
Danaher
DHR
+$4.4M
5
NVDA icon
NVIDIA
NVDA
+$3.83M

Top Sells

1
+$7.96M
2
+$6.45M
3
+$6.21M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$5.66M
5
RTX icon
RTX Corp
RTX
+$4.94M

Sector Composition

1 Technology 32.99%
2 Financials 11.34%
3 Healthcare 8.96%
4 Consumer Discretionary 7.09%
5 Industrials 5.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$47K ﹤0.01%
825
+53
252
$46K ﹤0.01%
350
253
$45K ﹤0.01%
494
254
$45K ﹤0.01%
713
-16,226
255
$43K ﹤0.01%
1,200
256
$42K ﹤0.01%
375
257
$42K ﹤0.01%
875
-120
258
$41K ﹤0.01%
1,019
259
$39K ﹤0.01%
395
-250
260
$34K ﹤0.01%
155
261
$33K ﹤0.01%
900
262
$32K ﹤0.01%
150
263
$32K ﹤0.01%
138
+100
264
$32K ﹤0.01%
350
265
$31K ﹤0.01%
385
266
$30K ﹤0.01%
500
267
$30K ﹤0.01%
1,731
268
$28K ﹤0.01%
210
-50
269
$28K ﹤0.01%
180
270
$28K ﹤0.01%
1,250
271
$27K ﹤0.01%
1,569
272
$26K ﹤0.01%
186
-150
273
$26K ﹤0.01%
300
274
$25K ﹤0.01%
2,324
275
$25K ﹤0.01%
2,000
9 10
11
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