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
401
$3.58K ﹤0.01%
250
402
$2.86K ﹤0.01%
+82
403
$2.79K ﹤0.01%
+30
404
$2.78K ﹤0.01%
16
405
$2.76K ﹤0.01%
866
406
$2.58K ﹤0.01%
54
+3
407
$2.57K ﹤0.01%
105
+6
408
$2.46K ﹤0.01%
+32
409
$2.43K ﹤0.01%
100
410
$2.42K ﹤0.01%
50
411
$2.29K ﹤0.01%
610
412
$1.79K ﹤0.01%
18
413
$1.76K ﹤0.01%
17
414
$1.75K ﹤0.01%
10
415
$1.58K ﹤0.01%
60
416
$1.33K ﹤0.01%
17
417
$1.12K ﹤0.01%
+98
418
$704 ﹤0.01%
30
419
$654 ﹤0.01%
11
420
$609 ﹤0.01%
100
421
$593 ﹤0.01%
35
422
$432 ﹤0.01%
15
423
$391 ﹤0.01%
15
424
$378 ﹤0.01%
250
425
$363 ﹤0.01%
9
+4
15 16
17
18 19