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
$776M
AUM Growth
+$18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
436
New
Increased
Reduced
Closed

Top Buys

1
+$2.13M
2
+$2.1M
3
+$1.95M
4
META icon
Meta Platforms (Facebook)
META
+$1.55M
5
UAA icon
Under Armour
UAA
+$1.34M

Top Sells

1
+$39.9M
2
+$2.68M
3
+$1.92M
4
PM icon
Philip Morris
PM
+$1.89M
5
MET icon
MetLife
MET
+$1.66M

Sector Composition

1 Technology 36.55%
2 Financials 9.96%
3 Industrials 8.19%
4 Healthcare 7.99%
5 Consumer Staples 5.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$10K ﹤0.01%
1,400
377
$10K ﹤0.01%
250
378
$9K ﹤0.01%
70
379
$8K ﹤0.01%
200
380
$8K ﹤0.01%
+200
381
$8K ﹤0.01%
+205
382
$8K ﹤0.01%
225
383
$8K ﹤0.01%
400
384
$8K ﹤0.01%
100
385
$7K ﹤0.01%
+115
386
$7K ﹤0.01%
188
387
$7K ﹤0.01%
1,750
388
$6K ﹤0.01%
102
389
$6K ﹤0.01%
175
390
$6K ﹤0.01%
125
391
$6K ﹤0.01%
206
392
$6K ﹤0.01%
+4,500
393
$5K ﹤0.01%
156
394
$5K ﹤0.01%
85
395
$5K ﹤0.01%
50
396
$5K ﹤0.01%
70
397
$5K ﹤0.01%
1
398
$4K ﹤0.01%
129
399
$4K ﹤0.01%
200
400
$4K ﹤0.01%
70
14 15
16
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