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
351
$22K ﹤0.01%
841
352
$21K ﹤0.01%
240
353
$21K ﹤0.01%
1,000
354
$21K ﹤0.01%
370
355
$20K ﹤0.01%
900
-250
356
$20K ﹤0.01%
750
357
$19K ﹤0.01%
1,000
358
$19K ﹤0.01%
2,400
359
$18K ﹤0.01%
1,700
-8,800
360
$18K ﹤0.01%
300
361
$17K ﹤0.01%
400
362
$17K ﹤0.01%
+353
363
$17K ﹤0.01%
+655
364
$16K ﹤0.01%
309
365
$15K ﹤0.01%
75
366
$15K ﹤0.01%
600
367
$15K ﹤0.01%
2,200
368
$14K ﹤0.01%
+423
369
$13K ﹤0.01%
200
-100
370
$13K ﹤0.01%
+200
371
$12K ﹤0.01%
+179
372
$12K ﹤0.01%
+265
373
$12K ﹤0.01%
300
374
$12K ﹤0.01%
150
375
$11K ﹤0.01%
375
13 14
15
16 17