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
$1.42B
AUM Growth
+$245M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
373
New
Increased
Reduced
Closed

Top Buys

1
+$5.4M
2
+$5.22M
3
+$4.64M
4
VEEV icon
Veeva Systems
VEEV
+$3.23M
5
RTX icon
RTX Corp
RTX
+$3.15M

Top Sells

1
+$2.73M
2
+$2.33M
3
+$2.28M
4
PPG icon
PPG Industries
PPG
+$2.1M
5
VFC icon
VF Corp
VFC
+$2.03M

Sector Composition

1 Technology 33.57%
2 Financials 11.37%
3 Healthcare 8.42%
4 Consumer Discretionary 6.48%
5 Industrials 5.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$9K ﹤0.01%
100
302
$9K ﹤0.01%
200
303
$9K ﹤0.01%
+125
304
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38
+1
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$9K ﹤0.01%
400
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308
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50
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$7K ﹤0.01%
+10
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$7K ﹤0.01%
175
312
$7K ﹤0.01%
1,925
313
$6K ﹤0.01%
1,000
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$6K ﹤0.01%
45
315
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215
316
$6K ﹤0.01%
+50
317
$5K ﹤0.01%
37
-100
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21
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+400
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$5K ﹤0.01%
72
321
$4K ﹤0.01%
72
+36
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$4K ﹤0.01%
105
-75
323
$4K ﹤0.01%
39
324
$4K ﹤0.01%
138
325
$4K ﹤0.01%
28
11 12
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14 15