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
$776M
AUM Growth
+$18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
436
New
Increased
Reduced
Closed

Top Buys

1
+$2.13M
2
+$2.1M
3
+$1.95M
4
META icon
Meta Platforms (Facebook)
META
+$1.55M
5
UAA icon
Under Armour
UAA
+$1.34M

Top Sells

1
+$39.9M
2
+$2.68M
3
+$1.92M
4
PM icon
Philip Morris
PM
+$1.89M
5
MET icon
MetLife
MET
+$1.66M

Sector Composition

1 Technology 36.55%
2 Financials 9.96%
3 Industrials 8.19%
4 Healthcare 7.99%
5 Consumer Staples 5.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$66K 0.01%
1,400
+400
302
$63K 0.01%
2,300
+300
303
$63K 0.01%
4,380
+2,280
304
$62K 0.01%
250
305
$58K 0.01%
4,020
-2,355
306
$54K 0.01%
3,500
307
$54K 0.01%
8,000
308
$52K 0.01%
400
309
$50K 0.01%
600
310
$49K 0.01%
625
-450
311
$47K 0.01%
570
312
$46K 0.01%
900
313
$46K 0.01%
1,480
314
$44K 0.01%
1,920
315
$44K 0.01%
500
316
$43K 0.01%
3,500
+1,750
317
$43K 0.01%
+1,600
318
$43K 0.01%
550
-205
319
$43K 0.01%
1,100
320
$42K 0.01%
775
321
$41K 0.01%
375
322
$41K 0.01%
1,000
323
$39K 0.01%
700
324
$38K ﹤0.01%
900
+550
325
$37K ﹤0.01%
500
11 12
13
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