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
401
$3K ﹤0.01%
50
402
$3K ﹤0.01%
55
-135
403
$3K ﹤0.01%
20
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21
-1,945
405
$3K ﹤0.01%
30
406
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25
407
$1K ﹤0.01%
17
408
– –
-4,000
409
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410
$0 ﹤0.01%
7
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413
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$0 ﹤0.01%
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422
$0 ﹤0.01%
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-40,930
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425
– –
-12,500
14 15 16
17
18