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
$2.43B
AUM Growth
-$28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
465
New
Increased
Reduced
Closed

Top Buys

1
+$8.09M
2
+$3.02M
3
+$2.75M
4
CPRT icon
Copart
CPRT
+$2.63M
5
VV icon
Vanguard Large-Cap ETF
VV
+$2.09M

Top Sells

1
+$7.66M
2
+$6.7M
3
+$3.07M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$2.59M
5
VB icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$87.2K ﹤0.01%
800
277
$79.3K ﹤0.01%
435
278
$77.6K ﹤0.01%
2,000
+250
279
$75.2K ﹤0.01%
161
280
$72.4K ﹤0.01%
749
-84
281
$68.1K ﹤0.01%
865
282
$67.7K ﹤0.01%
1,548
-649
283
$65.9K ﹤0.01%
338
284
$64.6K ﹤0.01%
843
285
$62.7K ﹤0.01%
400
286
$62.1K ﹤0.01%
766
287
$61.7K ﹤0.01%
868
288
$61K ﹤0.01%
2,000
289
$60.8K ﹤0.01%
332
-2,290
290
$60.3K ﹤0.01%
1,000
291
$59.9K ﹤0.01%
+728
292
$57.7K ﹤0.01%
1,870
293
$56.5K ﹤0.01%
2,040
+183
294
$54.3K ﹤0.01%
217
-95
295
$53K ﹤0.01%
400
296
$52.9K ﹤0.01%
160
+20
297
$50.6K ﹤0.01%
100
298
$49.4K ﹤0.01%
831
299
$48.2K ﹤0.01%
875
300
$44.8K ﹤0.01%
199
10 11
12
13 14