PAI
Pittenger & Anderson Inc Portfolio holdings
AUM
$2.74B
1-Year Return
20.47%
This Quarter Return
-0.24%
1 Year Return
+20.47%
3 Year Return
+76.06%
5 Year Return
+110.7%
10 Year Return
+312.62%
AUM
$2.43B
AUM Growth
-$28M
(-1.1%)
Cap. Flow
-$2.83M
Cap. Flow
% of AUM
-0.12%
Top 10 Holdings %
Top 10 Hldgs %
39.16%
Holding
465
New
39
Increased
110
Reduced
100
Closed
22
Top Buys
| 1 |
CrowdStrike
CRWD
|
+$8.09M |
| 2 |
TransDigm Group
TDG
|
+$3.02M |
| 3 |
Abbott
ABT
|
+$2.75M |
| 4 |
Copart
CPRT
|
+$2.63M |
| 5 |
Vanguard Large-Cap ETF
VV
|
+$2.09M |
Top Sells
| 1 |
Norfolk Southern
NSC
|
+$7.66M |
| 2 |
Honeywell
HON
|
+$6.7M |
| 3 |
iShares Russell 2000 ETF
IWM
|
+$3.07M |
| 4 |
Berkshire Hathaway Class A
BRK.A
|
+$2.59M |
| 5 |
Vanguard Small-Cap ETF
VB
|
+$2.59M |
Sector Composition
| 1 | Technology | 31.33% |
| 2 | Financials | 9.99% |
| 3 | Industrials | 7.9% |
| 4 | Healthcare | 7.53% |
| 5 | Consumer Discretionary | 5.57% |
