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
276
$68.4K ﹤0.01%
865
277
$65.4K ﹤0.01%
930
278
$64.2K ﹤0.01%
2,000
-72,860
279
$62.8K ﹤0.01%
868
280
$60.7K ﹤0.01%
843
281
$59.5K ﹤0.01%
766
282
$56.7K ﹤0.01%
591
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283
$54.3K ﹤0.01%
1,885
284
$53.3K ﹤0.01%
+1,870
285
$53K ﹤0.01%
338
286
$52.6K ﹤0.01%
1,100
-220
287
$52.3K ﹤0.01%
400
288
$52.1K ﹤0.01%
360
289
$52K ﹤0.01%
400
290
$50.1K ﹤0.01%
875
291
$49.2K ﹤0.01%
+700
292
$49K ﹤0.01%
100
293
$46.6K ﹤0.01%
150
-50
294
$43.4K ﹤0.01%
1,000
295
$43.2K ﹤0.01%
225
-435
296
$43.1K ﹤0.01%
+1,500
297
$41.9K ﹤0.01%
140
298
$41.8K ﹤0.01%
400
299
$41K ﹤0.01%
600
300
$40.9K ﹤0.01%
831
-304
10 11
12
13 14