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
$776M
AUM Growth
+$18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
436
New
Increased
Reduced
Closed

Top Buys

1
+$2.13M
2
+$2.1M
3
+$1.95M
4
META icon
Meta Platforms (Facebook)
META
+$1.55M
5
UAA icon
Under Armour
UAA
+$1.34M

Top Sells

1
+$39.9M
2
+$2.68M
3
+$1.92M
4
PM icon
Philip Morris
PM
+$1.89M
5
MET icon
MetLife
MET
+$1.66M

Sector Composition

1 Technology 36.55%
2 Financials 9.96%
3 Industrials 8.19%
4 Healthcare 7.99%
5 Consumer Staples 5.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$36K ﹤0.01%
828
327
$35K ﹤0.01%
1,000
328
$35K ﹤0.01%
800
329
$34K ﹤0.01%
2,126
330
$34K ﹤0.01%
1,000
331
$34K ﹤0.01%
800
-10,150
332
$34K ﹤0.01%
500
333
$33K ﹤0.01%
667
-1,333
334
$33K ﹤0.01%
1,676
335
$33K ﹤0.01%
750
336
$32K ﹤0.01%
+403
337
$31K ﹤0.01%
2,000
338
$31K ﹤0.01%
1,200
339
$31K ﹤0.01%
250
340
$29K ﹤0.01%
2,000
341
$28K ﹤0.01%
+160
342
$25K ﹤0.01%
477
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343
$25K ﹤0.01%
+188
344
$25K ﹤0.01%
800
345
$24K ﹤0.01%
400
346
$24K ﹤0.01%
1,644
-212
347
$24K ﹤0.01%
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348
$24K ﹤0.01%
200
349
$23K ﹤0.01%
300
350
$22K ﹤0.01%
903
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