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
$2.43B
AUM Growth
-$28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
465
New
Increased
Reduced
Closed

Top Buys

1
+$8.09M
2
+$3.02M
3
+$2.75M
4
CPRT icon
Copart
CPRT
+$2.63M
5
VV icon
Vanguard Large-Cap ETF
VV
+$2.09M

Top Sells

1
+$7.66M
2
+$6.7M
3
+$3.07M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$2.59M
5
VB icon
Vanguard Small-Cap ETF
VB
+$2.59M

Sector Composition

1 Technology 31.33%
2 Financials 9.99%
3 Industrials 7.9%
4 Healthcare 7.53%
5 Consumer Discretionary 5.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$15.1K ﹤0.01%
140
352
$15.1K ﹤0.01%
110
353
$14.2K ﹤0.01%
46
354
$14.2K ﹤0.01%
500
355
$14.1K ﹤0.01%
163
356
$13.8K ﹤0.01%
+177
357
$13.8K ﹤0.01%
263
358
$12.9K ﹤0.01%
+139
359
$12.8K ﹤0.01%
344
360
$12.7K ﹤0.01%
120
361
$12.7K ﹤0.01%
750
362
$12.7K ﹤0.01%
235
-32
363
$12.5K ﹤0.01%
235
-32
364
$12.2K ﹤0.01%
49
-204
365
$12.2K ﹤0.01%
+500
366
$11.9K ﹤0.01%
256
367
$11.1K ﹤0.01%
+19
368
$11.1K ﹤0.01%
102
369
$11K ﹤0.01%
100
370
$10.7K ﹤0.01%
300
371
$10.3K ﹤0.01%
+226
372
$9.1K ﹤0.01%
81
373
$8.97K ﹤0.01%
+125
374
$8.93K ﹤0.01%
92
375
$8.21K ﹤0.01%
+72
13 14
15
16 17