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
$2.73B
AUM Growth
-$24.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
459
New
Increased
Reduced
Closed

Top Buys

1
+$9.71M
2
+$6.47M
3
+$5.99M
4
GS icon
Goldman Sachs
GS
+$3.35M
5
META icon
Meta Platforms (Facebook)
META
+$2.39M

Top Sells

1
+$16.1M
2
+$10.9M
3
+$9.51M
4
DHR icon
Danaher
DHR
+$6.72M
5
NEE icon
NextEra Energy
NEE
+$5.89M

Sector Composition

1 Technology 35.49%
2 Financials 11.61%
3 Industrials 7.72%
4 Healthcare 6.1%
5 Consumer Discretionary 4.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$65.1K ﹤0.01%
582
-11,635
277
$64.9K ﹤0.01%
+579
278
$59.9K ﹤0.01%
140
-4
279
$59.2K ﹤0.01%
300
-25
280
$57.3K ﹤0.01%
199
281
$56.2K ﹤0.01%
1,120
-10,855
282
$55.3K ﹤0.01%
199
283
$54.6K ﹤0.01%
217
284
$54.4K ﹤0.01%
710
+250
285
$53.2K ﹤0.01%
1,870
286
$52.8K ﹤0.01%
400
287
$51.9K ﹤0.01%
170
288
$48.2K ﹤0.01%
431
+250
289
$46.9K ﹤0.01%
2,000
290
$46.8K ﹤0.01%
+1,000
291
$45.5K ﹤0.01%
713
292
$45.1K ﹤0.01%
875
293
$44.8K ﹤0.01%
1,215
-25,192
294
$44K ﹤0.01%
1,937
+1,050
295
$39.2K ﹤0.01%
480
-148
296
$39.2K ﹤0.01%
850
297
$37.6K ﹤0.01%
320
298
$37.3K ﹤0.01%
218
299
$34.2K ﹤0.01%
200
-14,524
300
$33.7K ﹤0.01%
100
10 11
12
13 14