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
$2.73B
AUM Growth
-$24.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
459
New
Increased
Reduced
Closed

Top Buys

1
+$9.71M
2
+$6.47M
3
+$5.99M
4
GS icon
Goldman Sachs
GS
+$3.35M
5
META icon
Meta Platforms (Facebook)
META
+$2.39M

Top Sells

1
+$16.1M
2
+$10.9M
3
+$9.51M
4
DHR icon
Danaher
DHR
+$6.72M
5
NEE icon
NextEra Energy
NEE
+$5.89M

Sector Composition

1 Technology 35.49%
2 Financials 11.61%
3 Industrials 7.72%
4 Healthcare 6.1%
5 Consumer Discretionary 4.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$33.6K ﹤0.01%
+578
302
$32.7K ﹤0.01%
140
-145
303
$32.3K ﹤0.01%
121
+8
304
$32K ﹤0.01%
175
305
$31K ﹤0.01%
105
306
$30K ﹤0.01%
+1,250
307
$29.7K ﹤0.01%
437
308
$28K ﹤0.01%
99
+4
309
$27.8K ﹤0.01%
233
310
$27.5K ﹤0.01%
250
311
$26.7K ﹤0.01%
155
+6
312
$26.7K ﹤0.01%
375
+113
313
$25.7K ﹤0.01%
115
-374
314
$23.6K ﹤0.01%
375
+140
315
$23.1K ﹤0.01%
+145
316
$23K ﹤0.01%
335
+79
317
$22.8K ﹤0.01%
210
318
$22.1K ﹤0.01%
143
319
$21.9K ﹤0.01%
150
320
$21.3K ﹤0.01%
300
321
$21.1K ﹤0.01%
551
322
$20.8K ﹤0.01%
1,240
323
$20K ﹤0.01%
441
-442
324
$19.8K ﹤0.01%
70
325
$19.5K ﹤0.01%
113
11 12
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14 15