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
$2.23B
AUM Growth
+$249M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
458
New
Increased
Reduced
Closed

Top Buys

1
+$8.52M
2
+$3.15M
3
+$2.61M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$2.61M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.28M

Top Sells

1
+$11M
2
+$10.2M
3
+$6.02M
4
RMD icon
ResMed
RMD
+$4.05M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$2.88M

Sector Composition

1 Technology 29.77%
2 Financials 10.54%
3 Industrials 8.41%
4 Healthcare 7.08%
5 Consumer Discretionary 5.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$40.9K ﹤0.01%
+199
302
$40.5K ﹤0.01%
1,500
-50
303
$39.1K ﹤0.01%
155
304
$37.6K ﹤0.01%
242
305
$36.9K ﹤0.01%
2,000
306
$36.5K ﹤0.01%
450
307
$35.9K ﹤0.01%
150
308
$35.6K ﹤0.01%
+240
309
$34.3K ﹤0.01%
250
310
$32.4K ﹤0.01%
152
+35
311
$32.1K ﹤0.01%
218
312
$31.7K ﹤0.01%
437
-100
313
$31.1K ﹤0.01%
120
314
$30.9K ﹤0.01%
651
+100
315
$30.5K ﹤0.01%
850
316
$29.3K ﹤0.01%
206
-638
317
$29.1K ﹤0.01%
390
318
$28.6K ﹤0.01%
375
319
$28K ﹤0.01%
200
320
$27.8K ﹤0.01%
1,080
321
$26.4K ﹤0.01%
800
322
$25.2K ﹤0.01%
145
323
$24.8K ﹤0.01%
4,300
324
$24.8K ﹤0.01%
927
-273
325
$24K ﹤0.01%
1,000
11 12
13
14 15