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
$1.57B
AUM Growth
+$145M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
386
New
Increased
Reduced
Closed

Top Buys

1
+$6.86M
2
+$6.58M
3
+$5.9M
4
DHR icon
Danaher
DHR
+$4.4M
5
NVDA icon
NVIDIA
NVDA
+$3.83M

Top Sells

1
+$7.96M
2
+$6.45M
3
+$6.21M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$5.66M
5
RTX icon
RTX Corp
RTX
+$4.94M

Sector Composition

1 Technology 32.99%
2 Financials 11.34%
3 Healthcare 8.96%
4 Consumer Discretionary 7.09%
5 Industrials 5.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$24K ﹤0.01%
73
+40
277
$24K ﹤0.01%
100
278
$23K ﹤0.01%
897
279
$22K ﹤0.01%
1,240
280
$21K ﹤0.01%
200
281
$20K ﹤0.01%
1,356
282
$19K ﹤0.01%
800
-4,100
283
$18K ﹤0.01%
+80
284
$17K ﹤0.01%
450
285
$16K ﹤0.01%
+70
286
$16K ﹤0.01%
205
287
$16K ﹤0.01%
225
-500
288
$16K ﹤0.01%
123
289
$16K ﹤0.01%
60
290
$15K ﹤0.01%
319
-80
291
$15K ﹤0.01%
+265
292
$15K ﹤0.01%
91
293
$15K ﹤0.01%
800
294
$14K ﹤0.01%
200
-250
295
$13K ﹤0.01%
110
296
$13K ﹤0.01%
255
-41
297
$13K ﹤0.01%
250
298
$12K ﹤0.01%
200
-240
299
$11K ﹤0.01%
551
300
$11K ﹤0.01%
175
10 11
12
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