PAI

Pittenger & Anderson Inc Portfolio holdings

AUM $2.74B
1-Year Est. Return 20.47%
This Quarter Est. Return
1 Year Est. Return
+20.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.34B
AUM Growth
+$58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
391
New
Increased
Reduced
Closed

Top Buys

1
+$2.48M
2
+$2.11M
3
+$2.06M
4
STZ icon
Constellation Brands
STZ
+$1.63M
5
META icon
Meta Platforms (Facebook)
META
+$1.57M

Top Sells

1
+$4.78M
2
+$3.64M
3
+$2.64M
4
HAS icon
Hasbro
HAS
+$2.59M
5
DD icon
DuPont de Nemours
DD
+$2.39M

Sector Composition

1 Technology 31.46%
2 Financials 10.42%
3 Industrials 7.64%
4 Healthcare 7.1%
5 Consumer Discretionary 5.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$17K ﹤0.01%
200
302
$17K ﹤0.01%
+100
303
$16K ﹤0.01%
463
+232
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$16K ﹤0.01%
200
305
$15K ﹤0.01%
475
-500
306
$15K ﹤0.01%
300
307
$14K ﹤0.01%
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308
$14K ﹤0.01%
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$13K ﹤0.01%
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$13K ﹤0.01%
400
311
$12K ﹤0.01%
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$12K ﹤0.01%
350
313
$11K ﹤0.01%
81
+36
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$11K ﹤0.01%
175
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$11K ﹤0.01%
250
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$11K ﹤0.01%
300
317
$11K ﹤0.01%
420
318
$10K ﹤0.01%
551
319
$10K ﹤0.01%
200
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$10K ﹤0.01%
1,000
-174
321
$10K ﹤0.01%
100
322
$10K ﹤0.01%
175
323
$10K ﹤0.01%
544
324
$9K ﹤0.01%
325
325
$9K ﹤0.01%
204
-400
11 12
13
14 15