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
$2.46B
AUM Growth
+$230M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
457
New
Increased
Reduced
Closed

Top Buys

1 +$9.55M
2 +$4.66M
3 +$3.45M
4
TDG icon
TransDigm Group
TDG
+$3.27M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$3.19M

Top Sells

1 +$12.1M
2 +$8.34M
3 +$6.57M
4
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$4.62M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$3.54M

Sector Composition

1 Technology 31.38%
2 Financials 10.33%
3 Industrials 8.47%
4 Healthcare 7.18%
5 Consumer Discretionary 5.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$14.1K ﹤0.01%
750
352
$13.9K ﹤0.01%
46
353
$13.9K ﹤0.01%
344
354
$13.5K ﹤0.01%
102
355
$13.4K ﹤0.01%
104
356
$13.3K ﹤0.01%
+163
357
$13.2K ﹤0.01%
140
358
$12.9K ﹤0.01%
+123
359
$12.8K ﹤0.01%
4,706
+3,840
360
$12.5K ﹤0.01%
120
361
$12.5K ﹤0.01%
256
362
$12K ﹤0.01%
65
363
$11.7K ﹤0.01%
300
364
$11.3K ﹤0.01%
100
365
$11.1K ﹤0.01%
235
+124
366
$11K ﹤0.01%
75
-370
367
$10.5K ﹤0.01%
81
368
$10.5K ﹤0.01%
+55
369
$9.03K ﹤0.01%
+129
370
$9.01K ﹤0.01%
92
371
$8.22K ﹤0.01%
150
372
$8.07K ﹤0.01%
58
+40
373
$8.04K ﹤0.01%
104
374
$7.72K ﹤0.01%
40
375
$7.44K ﹤0.01%
150