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
$1.82B
AUM Growth
+$155M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
494
New
Increased
Reduced
Closed

Top Buys

1
+$14.8M
2
+$3.22M
3
+$3M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$2.66M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.58M

Top Sells

1
+$6.69M
2
+$6.53M
3
+$4.59M
4
FISV
Fiserv Inc
FISV
+$2.39M
5
WST icon
West Pharmaceutical
WST
+$2.03M

Sector Composition

1 Technology 26.67%
2 Financials 12.06%
3 Industrials 8.76%
4 Healthcare 8.58%
5 Consumer Staples 5.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$78.8K ﹤0.01%
1,182
+2
252
$78.4K ﹤0.01%
650
253
$78.3K ﹤0.01%
161
254
$77.6K ﹤0.01%
2,500
255
$77.2K ﹤0.01%
515
256
$75.6K ﹤0.01%
518
-75
257
$75.6K ﹤0.01%
120
258
$75K ﹤0.01%
1,500
-1,500
259
$72.5K ﹤0.01%
505
-50
260
$71K ﹤0.01%
550
261
$70.6K ﹤0.01%
833
262
$70.2K ﹤0.01%
2,120
-250
263
$64.5K ﹤0.01%
865
264
$64.1K ﹤0.01%
1,875
265
$62.8K ﹤0.01%
843
-75
266
$58.6K ﹤0.01%
292
267
$58K ﹤0.01%
275
-4
268
$57K ﹤0.01%
+2,261
269
$56.1K ﹤0.01%
+2,215
270
$56.1K ﹤0.01%
1,400
271
$55.9K ﹤0.01%
+2,170
272
$55.8K ﹤0.01%
+2,116
273
$55.2K ﹤0.01%
1,000
274
$54.8K ﹤0.01%
1,580
275
$53.4K ﹤0.01%
799
9 10
11
12 13