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
$2.67B
AUM Growth
+$236M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
480
New
Increased
Reduced
Closed

Top Buys

1
+$6.6M
2
+$6.04M
3
+$2.89M
4
META icon
Meta Platforms (Facebook)
META
+$2.13M
5
TDG icon
TransDigm Group
TDG
+$1.86M

Top Sells

1
+$11.1M
2
+$11M
3
+$5.4M
4
DEO icon
Diageo
DEO
+$2.65M
5
LULU icon
lululemon athletica
LULU
+$2.44M

Sector Composition

1 Technology 32.44%
2 Financials 10.29%
3 Industrials 7.94%
4 Healthcare 7.58%
5 Consumer Discretionary 5.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$16.3K ﹤0.01%
256
352
$16.2K ﹤0.01%
95
353
$16.2K ﹤0.01%
163
354
$15.7K ﹤0.01%
344
355
$15.4K ﹤0.01%
168
356
$15.2K ﹤0.01%
1,436
357
$14.9K ﹤0.01%
262
-1
358
$14.8K ﹤0.01%
120
359
$14.6K ﹤0.01%
525
-403
360
$14.5K ﹤0.01%
57
+20
361
$14.4K ﹤0.01%
+80
362
$14K ﹤0.01%
100
363
$13.8K ﹤0.01%
235
364
$13.8K ﹤0.01%
1,780
365
$13.7K ﹤0.01%
27
366
$13.1K ﹤0.01%
750
367
$13K ﹤0.01%
+125
368
$12.8K ﹤0.01%
235
369
$12.6K ﹤0.01%
+72
370
$11.6K ﹤0.01%
300
371
$11K ﹤0.01%
102
372
$10.3K ﹤0.01%
4,706
373
$10.2K ﹤0.01%
81
374
$9.69K ﹤0.01%
+50
375
$9.67K ﹤0.01%
65
13 14
15
16 17