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
$2.46B
AUM Growth
+$230M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
457
New
Increased
Reduced
Closed

Top Buys

1
+$9.55M
2
+$4.66M
3
+$3.45M
4
TDG icon
TransDigm Group
TDG
+$3.27M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$3.19M

Top Sells

1
+$12.1M
2
+$8.34M
3
+$6.57M
4
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$4.62M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$3.54M

Sector Composition

1 Technology 31.38%
2 Financials 10.33%
3 Industrials 8.47%
4 Healthcare 7.18%
5 Consumer Discretionary 5.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$71.1K ﹤0.01%
1,609
277
$69.8K ﹤0.01%
2,000
278
$69K ﹤0.01%
930
279
$68.3K ﹤0.01%
400
280
$64.4K ﹤0.01%
766
281
$64.4K ﹤0.01%
843
282
$64.2K ﹤0.01%
868
283
$63.7K ﹤0.01%
1,550
-72,829
284
$63.3K ﹤0.01%
338
285
$61.9K ﹤0.01%
1,750
+250
286
$59.5K ﹤0.01%
1,870
287
$58.8K ﹤0.01%
1,100
288
$55.6K ﹤0.01%
+100
289
$55.5K ﹤0.01%
400
290
$52.6K ﹤0.01%
1,000
291
$52.3K ﹤0.01%
100
292
$51.8K ﹤0.01%
1,857
+930
293
$51.3K ﹤0.01%
875
294
$50.8K ﹤0.01%
140
295
$50.8K ﹤0.01%
225
296
$48.4K ﹤0.01%
199
297
$48.2K ﹤0.01%
831
298
$45.7K ﹤0.01%
400
299
$44.2K ﹤0.01%
150
300
$43.5K ﹤0.01%
475
-116
10 11
12
13 14