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
$2.43B
AUM Growth
-$28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
465
New
Increased
Reduced
Closed

Top Buys

1
+$8.09M
2
+$3.02M
3
+$2.75M
4
CPRT icon
Copart
CPRT
+$2.63M
5
VV icon
Vanguard Large-Cap ETF
VV
+$2.09M

Top Sells

1
+$7.66M
2
+$6.7M
3
+$3.07M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$2.59M
5
VB icon
Vanguard Small-Cap ETF
VB
+$2.59M

Sector Composition

1 Technology 31.33%
2 Financials 9.99%
3 Industrials 7.9%
4 Healthcare 7.53%
5 Consumer Discretionary 5.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$128K 0.01%
2,560
-5,415
252
$128K 0.01%
2,800
-163
253
$126K 0.01%
338
254
$119K ﹤0.01%
1,004
255
$119K ﹤0.01%
983
256
$116K ﹤0.01%
4,352
-184
257
$109K ﹤0.01%
+73
258
$107K ﹤0.01%
688
259
$107K ﹤0.01%
2,569
260
$106K ﹤0.01%
+900
261
$106K ﹤0.01%
+257
262
$105K ﹤0.01%
2,125
-400
263
$104K ﹤0.01%
4,400
264
$104K ﹤0.01%
1,200
265
$104K ﹤0.01%
+4,265
266
$104K ﹤0.01%
+245
267
$103K ﹤0.01%
+219
268
$102K ﹤0.01%
2,575
-4,200
269
$101K ﹤0.01%
+1,125
270
$97.4K ﹤0.01%
535
271
$94.6K ﹤0.01%
449
+20
272
$92.3K ﹤0.01%
1,616
-4,870
273
$91.7K ﹤0.01%
1,244
274
$91.5K ﹤0.01%
+1,650
275
$90K ﹤0.01%
515
9 10
11
12 13