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
$2.23B
AUM Growth
+$249M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
458
New
Increased
Reduced
Closed

Top Buys

1
+$8.52M
2
+$3.15M
3
+$2.61M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$2.61M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.28M

Top Sells

1
+$11M
2
+$10.2M
3
+$6.02M
4
RMD icon
ResMed
RMD
+$4.05M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$2.88M

Sector Composition

1 Technology 29.77%
2 Financials 10.54%
3 Industrials 8.41%
4 Healthcare 7.08%
5 Consumer Discretionary 5.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$13.6K ﹤0.01%
222
+100
352
$13.2K ﹤0.01%
104
353
$12.9K ﹤0.01%
250
354
$12.8K ﹤0.01%
267
+32
355
$12.7K ﹤0.01%
300
356
$12.6K ﹤0.01%
46
357
$12.4K ﹤0.01%
+102
358
$12.4K ﹤0.01%
263
359
$11.8K ﹤0.01%
35
360
$11.8K ﹤0.01%
80
-220
361
$11.7K ﹤0.01%
65
362
$11.4K ﹤0.01%
200
363
$11.4K ﹤0.01%
45
364
$11K ﹤0.01%
+85
365
$10.9K ﹤0.01%
120
366
$10.8K ﹤0.01%
81
367
$10.5K ﹤0.01%
208
368
$10.4K ﹤0.01%
+155
369
$10.4K ﹤0.01%
40
370
$10K ﹤0.01%
+90
371
$9.53K ﹤0.01%
50
-20
372
$9.42K ﹤0.01%
100
373
$9.13K ﹤0.01%
92
-185
374
$8.99K ﹤0.01%
1,000
375
$8.2K ﹤0.01%
+90
13 14
15
16 17