PAI

Pittenger & Anderson Inc Portfolio holdings

AUM $2.6B
1-Year Est. Return 4.91%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+4.91%
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
+$2.09M
2
+$2.02M
3
+$1.91M
4
META icon
Meta Platforms (Facebook)
META
+$1.48M
5
KSU
Kansas City Southern
KSU
+$1.39M

Top Sells

1
+$38.4M
2
+$2.68M
3
+$2.04M
4
BAX icon
Baxter International
BAX
+$1.96M
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%
882
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%
300
360
$18K ﹤0.01%
1,700
-8,800
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
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