PAI

Pittenger & Anderson Inc Portfolio holdings

AUM $2.6B
1-Year Est. Return 4.91%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+4.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.5B
AUM Growth
+$108M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
388
New
Increased
Reduced
Closed

Top Buys

1
+$2.43M
2
+$2.24M
3
+$1.29M
4
CCI icon
Crown Castle
CCI
+$1.26M
5
NDAQ icon
Nasdaq
NDAQ
+$1.08M

Top Sells

1
+$3.42M
2
+$2.23M
3
+$1M
4
TEAM icon
Atlassian
TEAM
+$951K
5
TSM icon
TSMC
TSM
+$902K

Sector Composition

1 Technology 33.91%
2 Financials 10.12%
3 Healthcare 7.21%
4 Industrials 6.69%
5 Consumer Discretionary 5.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$20K ﹤0.01%
617
+154
302
$20K ﹤0.01%
200
303
$18K ﹤0.01%
150
-6
304
$17K ﹤0.01%
200
305
$17K ﹤0.01%
346
-154
306
$17K ﹤0.01%
317
307
$16K ﹤0.01%
475
308
$15K ﹤0.01%
551
309
$15K ﹤0.01%
300
310
$15K ﹤0.01%
800
311
$15K ﹤0.01%
123
312
$14K ﹤0.01%
+400
313
$14K ﹤0.01%
225
314
$13K ﹤0.01%
91
315
$13K ﹤0.01%
250
316
$12K ﹤0.01%
+415
317
$12K ﹤0.01%
200
318
$12K ﹤0.01%
175
319
$12K ﹤0.01%
300
+270
320
$11K ﹤0.01%
325
321
$10K ﹤0.01%
250
322
$10K ﹤0.01%
175
323
$9K ﹤0.01%
1,000
324
$9K ﹤0.01%
60
325
$9K ﹤0.01%
200
11 12
13
14 15