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
$2.43B
AUM Growth
-$28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
465
New
Increased
Reduced
Closed

Top Buys

1
+$8.09M
2
+$3.02M
3
+$2.75M
4
CPRT icon
Copart
CPRT
+$2.63M
5
VV icon
Vanguard Large-Cap ETF
VV
+$2.09M

Top Sells

1
+$7.66M
2
+$6.7M
3
+$3.07M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$2.59M
5
VB icon
Vanguard Small-Cap ETF
VB
+$2.59M

Sector Composition

1 Technology 31.33%
2 Financials 9.99%
3 Industrials 7.9%
4 Healthcare 7.53%
5 Consumer Discretionary 5.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$23.3K ﹤0.01%
233
327
$23.2K ﹤0.01%
146
+88
328
$22.9K ﹤0.01%
394
329
$22.5K ﹤0.01%
210
330
$22.5K ﹤0.01%
1,000
331
$21.7K ﹤0.01%
480
332
$21.6K ﹤0.01%
347
333
$21.4K ﹤0.01%
+125
334
$21.1K ﹤0.01%
89
-656
335
$20.6K ﹤0.01%
75
-645
336
$20.6K ﹤0.01%
+28
337
$20.4K ﹤0.01%
551
-100
338
$20.2K ﹤0.01%
1,080
339
$20.1K ﹤0.01%
90
+35
340
$18.5K ﹤0.01%
+400
341
$18.3K ﹤0.01%
95
342
$18.2K ﹤0.01%
125
343
$18.1K ﹤0.01%
185
344
$18K ﹤0.01%
1,436
345
$17.1K ﹤0.01%
1,780
346
$16.5K ﹤0.01%
1,240
347
$16.1K ﹤0.01%
27
348
$15.6K ﹤0.01%
877
-631
349
$15.4K ﹤0.01%
168
350
$15.2K ﹤0.01%
400
-400
12 13
14
15 16