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
$2.67B
AUM Growth
+$236M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
480
New
Increased
Reduced
Closed

Top Buys

1
+$6.6M
2
+$6.04M
3
+$2.89M
4
META icon
Meta Platforms (Facebook)
META
+$2.13M
5
TDG icon
TransDigm Group
TDG
+$1.86M

Top Sells

1
+$11.1M
2
+$11M
3
+$5.4M
4
DEO icon
Diageo
DEO
+$2.65M
5
LULU icon
lululemon athletica
LULU
+$2.44M

Sector Composition

1 Technology 32.44%
2 Financials 10.29%
3 Industrials 7.94%
4 Healthcare 7.58%
5 Consumer Discretionary 5.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$82.2K ﹤0.01%
410
-25
277
$79.8K ﹤0.01%
1,000
278
$78.2K ﹤0.01%
728
279
$76.1K ﹤0.01%
749
280
$75.9K ﹤0.01%
868
281
$74K ﹤0.01%
865
282
$72.3K ﹤0.01%
2,040
283
$71.8K ﹤0.01%
1,500
-48
284
$68.7K ﹤0.01%
523
-880
285
$68.5K ﹤0.01%
338
286
$68.2K ﹤0.01%
325
-7
287
$68.2K ﹤0.01%
2,150
+150
288
$67.5K ﹤0.01%
766
289
$65.8K ﹤0.01%
793
-50
290
$63.2K ﹤0.01%
100
291
$60.1K ﹤0.01%
1,870
292
$58.5K ﹤0.01%
1,035
+204
293
$58K ﹤0.01%
217
294
$55.9K ﹤0.01%
400
295
$55.4K ﹤0.01%
160
296
$54K ﹤0.01%
400
297
$49.9K ﹤0.01%
875
298
$48.6K ﹤0.01%
150
299
$44.8K ﹤0.01%
199
300
$44.2K ﹤0.01%
94
10 11
12
13 14