PAI

Pittenger & Anderson Inc Portfolio holdings

AUM $2.6B
1-Year Est. Return 4.91%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+4.91%
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
+$7.02M
2
+$3.03M
3
+$2.8M
4
CPRT icon
Copart
CPRT
+$2.65M
5
VV icon
Vanguard Large-Cap ETF
VV
+$2.01M

Top Sells

1
+$8.28M
2
+$6.34M
3
+$3.15M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$3.06M
5
VB icon
Vanguard Small-Cap ETF
VB
+$2.61M

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
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