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
$2.43B
AUM Growth
-$28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
465
New
Increased
Reduced
Closed

Top Buys

1
+$8.09M
2
+$3.02M
3
+$2.75M
4
CPRT icon
Copart
CPRT
+$2.63M
5
VV icon
Vanguard Large-Cap ETF
VV
+$2.09M

Top Sells

1
+$7.66M
2
+$6.7M
3
+$3.07M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$2.59M
5
VB icon
Vanguard Small-Cap ETF
VB
+$2.59M

Sector Composition

1 Technology 31.33%
2 Financials 9.99%
3 Industrials 7.9%
4 Healthcare 7.53%
5 Consumer Discretionary 5.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$43.4K ﹤0.01%
1,500
302
$41.5K ﹤0.01%
150
303
$40.7K ﹤0.01%
713
304
$40.7K ﹤0.01%
155
305
$39.5K ﹤0.01%
398
-528
306
$39K ﹤0.01%
1,580
+1,500
307
$38.6K ﹤0.01%
100
308
$38.4K ﹤0.01%
94
309
$37.7K ﹤0.01%
120
310
$37.2K ﹤0.01%
2,000
311
$37.2K ﹤0.01%
218
312
$36.8K ﹤0.01%
390
313
$36.4K ﹤0.01%
883
314
$35.3K ﹤0.01%
320
-80
315
$33.1K ﹤0.01%
149
+4
316
$32.6K ﹤0.01%
242
317
$31.9K ﹤0.01%
200
318
$29.8K ﹤0.01%
950
+400
319
$29.4K ﹤0.01%
850
320
$28.6K ﹤0.01%
437
321
$28.1K ﹤0.01%
375
322
$26.7K ﹤0.01%
250
323
$25.5K ﹤0.01%
910
324
$24.8K ﹤0.01%
800
-809
325
$24.5K ﹤0.01%
928
11 12
13
14 15