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
$1.57B
AUM Growth
+$145M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
386
New
Increased
Reduced
Closed

Top Buys

1
+$6.86M
2
+$6.58M
3
+$5.9M
4
DHR icon
Danaher
DHR
+$4.4M
5
NVDA icon
NVIDIA
NVDA
+$3.83M

Top Sells

1
+$7.96M
2
+$6.45M
3
+$6.21M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$5.66M
5
RTX icon
RTX Corp
RTX
+$4.94M

Sector Composition

1 Technology 32.99%
2 Financials 11.34%
3 Healthcare 8.96%
4 Consumer Discretionary 7.09%
5 Industrials 5.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$11K ﹤0.01%
64
+14
302
$11K ﹤0.01%
190
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$10K ﹤0.01%
125
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$10K ﹤0.01%
829
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$9K ﹤0.01%
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37
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+50
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1,000
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$6K ﹤0.01%
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-150
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$5K ﹤0.01%
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$5K ﹤0.01%
150
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$5K ﹤0.01%
72
324
$4K ﹤0.01%
72
325
$4K ﹤0.01%
39
11 12
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