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
376
$9.53K ﹤0.01%
129
377
$9.39K ﹤0.01%
19
378
$9.2K ﹤0.01%
104
379
$9K ﹤0.01%
+100
380
$8.8K ﹤0.01%
350
381
$8.44K ﹤0.01%
150
382
$8.38K ﹤0.01%
175
383
$8.29K ﹤0.01%
+75
384
$7.49K ﹤0.01%
+3,800
385
$7.33K ﹤0.01%
1,000
386
$7.1K ﹤0.01%
450
+325
387
$7.09K ﹤0.01%
70
-22
388
$6.57K ﹤0.01%
24
389
$6.57K ﹤0.01%
160
390
$6.45K ﹤0.01%
288
391
$6.43K ﹤0.01%
+2,550
392
$6.34K ﹤0.01%
140
393
$6.29K ﹤0.01%
150
394
$5.88K ﹤0.01%
400
395
$5.78K ﹤0.01%
150
396
$5.66K ﹤0.01%
119
397
$5.61K ﹤0.01%
40
398
$5.56K ﹤0.01%
+36
399
$5.55K ﹤0.01%
6
400
$5.46K ﹤0.01%
+38
14 15
16
17 18