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
$1.14B
AUM Growth
-$1.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
414
New
Increased
Reduced
Closed

Top Buys

1
+$3.62M
2
+$2.3M
3
+$2.21M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$1.72M
5
GSK icon
GSK
GSK
+$1.6M

Top Sells

1
+$31.2M
2
+$12.8M
3
+$3.16M
4
WELL icon
Welltower
WELL
+$2.31M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.6M

Sector Composition

1 Technology 29.16%
2 Financials 10.76%
3 Industrials 8.24%
4 Healthcare 5.69%
5 Consumer Discretionary 5.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$12K ﹤0.01%
551
-2,122
327
$12K ﹤0.01%
200
328
$11K ﹤0.01%
100
329
$11K ﹤0.01%
1,000
-2,457
330
$11K ﹤0.01%
250
-150
331
$11K ﹤0.01%
300
332
$11K ﹤0.01%
184
333
$11K ﹤0.01%
420
334
$10K ﹤0.01%
688
335
$10K ﹤0.01%
120
336
$10K ﹤0.01%
175
337
$9K ﹤0.01%
200
338
$9K ﹤0.01%
195
339
$9K ﹤0.01%
200
340
$9K ﹤0.01%
+150
341
$9K ﹤0.01%
+120
342
$8K ﹤0.01%
200
343
$7K ﹤0.01%
+103
344
$7K ﹤0.01%
250
345
$7K ﹤0.01%
75
346
$7K ﹤0.01%
175
347
$7K ﹤0.01%
425
348
$6K ﹤0.01%
23
349
$5K ﹤0.01%
138
350
$5K ﹤0.01%
72
12 13
14
15 16