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
326
$23.9K ﹤0.01%
+928
327
$23.5K ﹤0.01%
250
328
$23.2K ﹤0.01%
347
329
$23.2K ﹤0.01%
725
-4,791
330
$23.2K ﹤0.01%
210
331
$22.1K ﹤0.01%
587
+187
332
$21.6K ﹤0.01%
+1,288
333
$21.4K ﹤0.01%
1,780
334
$19.6K ﹤0.01%
1,240
335
$19.4K ﹤0.01%
515
336
$18.6K ﹤0.01%
+82
337
$18.3K ﹤0.01%
200
-75
338
$15.7K ﹤0.01%
299
+180
339
$15.6K ﹤0.01%
318
340
$15.3K ﹤0.01%
50
341
$15.2K ﹤0.01%
600
342
$15.2K ﹤0.01%
110
343
$15.1K ﹤0.01%
600
344
$14.8K ﹤0.01%
256
345
$14.8K ﹤0.01%
269
+34
346
$14.6K ﹤0.01%
750
347
$14.5K ﹤0.01%
250
348
$14.3K ﹤0.01%
500
349
$14.3K ﹤0.01%
140
350
$14.2K ﹤0.01%
344
12 13
14
15 16