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
401
$4.93K ﹤0.01%
+6
402
$4.92K ﹤0.01%
+100
403
$4.85K ﹤0.01%
+89
404
$4.73K ﹤0.01%
+3
405
$4.32K ﹤0.01%
226
406
$4.28K ﹤0.01%
100
407
$4.14K ﹤0.01%
50
408
$4.12K ﹤0.01%
+5
409
$3.85K ﹤0.01%
72
410
$3.64K ﹤0.01%
131
411
$3.53K ﹤0.01%
1,900
412
$3.52K ﹤0.01%
+1,000
413
$3.37K ﹤0.01%
70
414
$3.13K ﹤0.01%
30
-1
415
$3.12K ﹤0.01%
43
-887
416
$2.78K ﹤0.01%
85
417
$2.75K ﹤0.01%
50
418
$2.64K ﹤0.01%
610
419
$2.61K ﹤0.01%
10
420
$2.54K ﹤0.01%
16
421
$2.21K ﹤0.01%
100
422
$1.49K ﹤0.01%
60
423
$1.43K ﹤0.01%
17
424
$1.28K ﹤0.01%
+27
425
$1.08K ﹤0.01%
24
15 16
17
18 19