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
376
$8.19K ﹤0.01%
65
377
$8.16K ﹤0.01%
129
378
$8.14K ﹤0.01%
4,706
379
$8.07K ﹤0.01%
150
380
$7.93K ﹤0.01%
+83
381
$7.78K ﹤0.01%
350
382
$7.7K ﹤0.01%
104
383
$7.69K ﹤0.01%
+37
384
$7.57K ﹤0.01%
175
385
$7.28K ﹤0.01%
40
386
$7.2K ﹤0.01%
24
387
$7.18K ﹤0.01%
+74
388
$7.08K ﹤0.01%
150
389
$6.71K ﹤0.01%
+93
390
$6.61K ﹤0.01%
50
-600
391
$6.55K ﹤0.01%
+321
392
$6.1K ﹤0.01%
160
393
$5.76K ﹤0.01%
140
394
$5.75K ﹤0.01%
288
395
$5.71K ﹤0.01%
1,000
396
$5.34K ﹤0.01%
150
397
$5.33K ﹤0.01%
400
398
$5.23K ﹤0.01%
+40
399
$5.23K ﹤0.01%
119
400
$5.17K ﹤0.01%
+100
14 15
16
17 18