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
$2.46B
AUM Growth
+$230M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
457
New
Increased
Reduced
Closed

Top Buys

1
+$9.55M
2
+$4.66M
3
+$3.45M
4
TDG icon
TransDigm Group
TDG
+$3.27M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$3.19M

Top Sells

1
+$12.1M
2
+$8.34M
3
+$6.57M
4
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$4.62M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$3.54M

Sector Composition

1 Technology 31.38%
2 Financials 10.33%
3 Industrials 8.47%
4 Healthcare 7.18%
5 Consumer Discretionary 5.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
– –
-85
452
– –
-540
453
– –
-98
454
– –
-10
455
– –
-29,205
456
– –
-1,077
457
– –
-4,300
15 16 17 18
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