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
$1.5B
AUM Growth
+$108M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
388
New
Increased
Reduced
Closed

Top Buys

1
+$2.5M
2
+$2.31M
3
+$1.45M
4
CCI icon
Crown Castle
CCI
+$1.31M
5
NDAQ icon
Nasdaq
NDAQ
+$1.14M

Top Sells

1
+$3.15M
2
+$2.4M
3
+$1.02M
4
TSM icon
TSMC
TSM
+$988K
5
ANET icon
Arista Networks
ANET
+$967K

Sector Composition

1 Technology 33.91%
2 Financials 10.12%
3 Healthcare 7.21%
4 Industrials 6.69%
5 Consumer Discretionary 5.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$2K ﹤0.01%
55
+30
352
$2K ﹤0.01%
21
-496
353
$2K ﹤0.01%
25
+12
354
$1K ﹤0.01%
+4
355
$1K ﹤0.01%
+18
356
$1K ﹤0.01%
+10
357
$1K ﹤0.01%
10
358
$1K ﹤0.01%
+5
359
$1K ﹤0.01%
+15
360
$1K ﹤0.01%
+3
361
$1K ﹤0.01%
11
362
$1K ﹤0.01%
88
363
$1K ﹤0.01%
30
364
$1K ﹤0.01%
+80
365
$1K ﹤0.01%
+7
366
$1K ﹤0.01%
+10
367
$1K ﹤0.01%
15
+5
368
$1K ﹤0.01%
27
+11
369
$1K ﹤0.01%
7
370
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-1
371
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-59
372
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-1,000
373
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-75
374
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-100
375
– –
-58
12 13 14
15
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