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
$1.42B
AUM Growth
+$245M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
373
New
Increased
Reduced
Closed

Top Buys

1
+$5.4M
2
+$5.22M
3
+$4.64M
4
VEEV icon
Veeva Systems
VEEV
+$3.23M
5
RTX icon
RTX Corp
RTX
+$3.15M

Top Sells

1
+$2.73M
2
+$2.33M
3
+$2.28M
4
PPG icon
PPG Industries
PPG
+$2.1M
5
VFC icon
VF Corp
VFC
+$2.03M

Sector Composition

1 Technology 33.57%
2 Financials 11.37%
3 Healthcare 8.42%
4 Consumer Discretionary 6.48%
5 Industrials 5.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$23K ﹤0.01%
897
277
$23K ﹤0.01%
1,569
278
$22K ﹤0.01%
1,240
279
$22K ﹤0.01%
180
+55
280
$21K ﹤0.01%
300
281
$21K ﹤0.01%
1,356
282
$20K ﹤0.01%
200
283
$19K ﹤0.01%
420
284
$19K ﹤0.01%
268
-400
285
$18K ﹤0.01%
205
+120
286
$18K ﹤0.01%
450
287
$17K ﹤0.01%
60
288
$16K ﹤0.01%
399
-3,440
289
$15K ﹤0.01%
296
-50
290
$14K ﹤0.01%
123
291
$13K ﹤0.01%
+110
292
$13K ﹤0.01%
91
293
$13K ﹤0.01%
250
294
$13K ﹤0.01%
800
295
$10K ﹤0.01%
175
296
$10K ﹤0.01%
33
297
$10K ﹤0.01%
190
-525
298
$10K ﹤0.01%
225
299
$10K ﹤0.01%
829
300
$9K ﹤0.01%
551
10 11
12
13 14