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
376
$8.06K ﹤0.01%
+104
377
$7.94K ﹤0.01%
275
378
$7.81K ﹤0.01%
150
379
$7.75K ﹤0.01%
100
-25,395
380
$7.58K ﹤0.01%
175
381
$7.02K ﹤0.01%
+85
382
$6.91K ﹤0.01%
350
383
$6.7K ﹤0.01%
150
384
$6.59K ﹤0.01%
61
385
$6.41K ﹤0.01%
56
386
$6.23K ﹤0.01%
400
387
$6.09K ﹤0.01%
288
388
$6.07K ﹤0.01%
80
389
$5.75K ﹤0.01%
1,077
390
$5.51K ﹤0.01%
+329
391
$5.23K ﹤0.01%
150
392
$5.17K ﹤0.01%
+2
393
$4.91K ﹤0.01%
280
394
$4.73K ﹤0.01%
111
-114
395
$4.69K ﹤0.01%
1,900
396
$4.46K ﹤0.01%
72
397
$4.18K ﹤0.01%
31
398
$4.18K ﹤0.01%
131
399
$4.16K ﹤0.01%
50
400
$3.68K ﹤0.01%
100
14 15
16
17 18