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
$1.5B
AUM Growth
+$108M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
388
New
Increased
Reduced
Closed

Top Buys

1
+$2.5M
2
+$2.31M
3
+$1.45M
4
CCI icon
Crown Castle
CCI
+$1.31M
5
NDAQ icon
Nasdaq
NDAQ
+$1.14M

Top Sells

1
+$3.15M
2
+$2.4M
3
+$1.02M
4
TSM icon
TSMC
TSM
+$988K
5
ANET icon
Arista Networks
ANET
+$967K

Sector Composition

1 Technology 33.91%
2 Financials 10.12%
3 Healthcare 7.21%
4 Industrials 6.69%
5 Consumer Discretionary 5.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$11.9M 0.8%
89,911
+1,086
27
$11.9M 0.79%
65,610
+1,206
28
$11.6M 0.78%
39,228
+1,069
29
$11.3M 0.75%
104,030
+3,672
30
$10.8M 0.72%
21,400
+396
31
$10.7M 0.72%
175,918
+117
32
$10.7M 0.71%
241,930
-3,153
33
$10.5M 0.7%
67,570
-289
34
$9.79M 0.65%
47,685
+1,021
35
$9.76M 0.65%
85,677
+597
36
$9.57M 0.64%
137,833
+2,412
37
$9.48M 0.63%
163,142
-17,006
38
$9.19M 0.61%
191,671
-2,319
39
$9.07M 0.61%
151,570
40
$8.85M 0.59%
30,115
+170
41
$8.76M 0.59%
32,083
+1,728
42
$8.64M 0.58%
447,711
+20,544
43
$8.61M 0.58%
314,405
+5,513
44
$8.53M 0.57%
62,424
+115
45
$8.41M 0.56%
43,343
-60
46
$8.26M 0.55%
34,255
-117
47
$8.18M 0.55%
28,678
+579
48
$8.02M 0.54%
87,442
-745
49
$7.85M 0.53%
57,343
-215
50
$7.85M 0.53%
53,807
-350
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2
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