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
$2.23B
AUM Growth
+$249M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
458
New
Increased
Reduced
Closed

Top Buys

1
+$8.52M
2
+$3.15M
3
+$2.61M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$2.61M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.28M

Top Sells

1
+$11M
2
+$10.2M
3
+$6.02M
4
RMD icon
ResMed
RMD
+$4.05M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$2.88M

Sector Composition

1 Technology 29.77%
2 Financials 10.54%
3 Industrials 8.41%
4 Healthcare 7.08%
5 Consumer Discretionary 5.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$113K 0.01%
2,800
+2,500
252
$112K 0.01%
1,235
253
$112K 0.01%
1,272
254
$111K 0.01%
688
255
$111K 0.01%
12,500
+2,500
256
$103K ﹤0.01%
253
257
$101K ﹤0.01%
800
258
$98.3K ﹤0.01%
550
259
$97.3K ﹤0.01%
4,400
260
$94.7K ﹤0.01%
2,090
+2,000
261
$94.4K ﹤0.01%
5,500
+1,500
262
$93K ﹤0.01%
535
263
$92K ﹤0.01%
1,019
-801
264
$87.9K ﹤0.01%
515
265
$87.7K ﹤0.01%
833
266
$85.9K ﹤0.01%
1,404
-160
267
$81.6K ﹤0.01%
600
-600
268
$81.3K ﹤0.01%
429
-200
269
$80.9K ﹤0.01%
1,609
270
$80.7K ﹤0.01%
540
-140
271
$79.3K ﹤0.01%
1,545
272
$76.2K ﹤0.01%
650
273
$75.4K ﹤0.01%
312
274
$73K ﹤0.01%
161
275
$71.3K ﹤0.01%
445
-17,813
9 10
11
12 13