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
$2.46B
AUM Growth
+$230M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
457
New
Increased
Reduced
Closed

Top Buys

1
+$9.55M
2
+$4.66M
3
+$3.45M
4
TDG icon
TransDigm Group
TDG
+$3.27M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$3.19M

Top Sells

1
+$12.1M
2
+$8.34M
3
+$6.57M
4
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$4.62M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$3.54M

Sector Composition

1 Technology 31.38%
2 Financials 10.33%
3 Industrials 8.47%
4 Healthcare 7.18%
5 Consumer Discretionary 5.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$24K ﹤0.01%
1,080
327
$23.9K ﹤0.01%
+233
328
$23.7K ﹤0.01%
1,000
329
$22.9K ﹤0.01%
210
330
$21.8K ﹤0.01%
1,780
331
$21.5K ﹤0.01%
+1,508
332
$21.3K ﹤0.01%
+480
333
$21.2K ﹤0.01%
+550
334
$21K ﹤0.01%
347
335
$19.7K ﹤0.01%
4,600
+4,500
336
$19.1K ﹤0.01%
+1,436
337
$18.6K ﹤0.01%
105
-101
338
$18.3K ﹤0.01%
95
-1,700
339
$18K ﹤0.01%
100
+20
340
$18K ﹤0.01%
+125
341
$16.3K ﹤0.01%
50
342
$16.2K ﹤0.01%
185
-2,585
343
$15.9K ﹤0.01%
1,240
344
$15.5K ﹤0.01%
263
345
$15.5K ﹤0.01%
267
-2
346
$15.4K ﹤0.01%
+27
347
$15.4K ﹤0.01%
168
-32
348
$15.4K ﹤0.01%
267
349
$14.8K ﹤0.01%
500
350
$14.6K ﹤0.01%
110
12 13
14
15 16