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
$776M
AUM Growth
+$18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
436
New
Increased
Reduced
Closed

Top Buys

1
+$2.13M
2
+$2.1M
3
+$1.95M
4
META icon
Meta Platforms (Facebook)
META
+$1.55M
5
UAA icon
Under Armour
UAA
+$1.34M

Top Sells

1
+$39.9M
2
+$2.68M
3
+$1.92M
4
PM icon
Philip Morris
PM
+$1.89M
5
MET icon
MetLife
MET
+$1.66M

Sector Composition

1 Technology 36.55%
2 Financials 9.96%
3 Industrials 8.19%
4 Healthcare 7.99%
5 Consumer Staples 5.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$113K 0.01%
+1,245
277
$110K 0.01%
2,530
-1,010
278
$106K 0.01%
492
-237
279
$105K 0.01%
+1,940
280
$101K 0.01%
1,771
281
$100K 0.01%
2,000
282
$95K 0.01%
1,880
-720
283
$94K 0.01%
975
+50
284
$90K 0.01%
1,675
285
$89K 0.01%
1,070
-10,910
286
$89K 0.01%
1,110
+125
287
$86K 0.01%
2,050
288
$86K 0.01%
1,025
-7,630
289
$85K 0.01%
2,800
290
$84K 0.01%
1,309
+465
291
$84K 0.01%
1,075
292
$78K 0.01%
1,250
293
$75K 0.01%
1,325
294
$75K 0.01%
2,640
+1,040
295
$70K 0.01%
167
296
$70K 0.01%
1,625
-475
297
$67K 0.01%
2,250
298
$67K 0.01%
1,366
+736
299
$67K 0.01%
1,356
300
$67K 0.01%
555
+25
10 11
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