PAI
Pittenger & Anderson Inc Portfolio holdings
AUM
$2.73B
1-Year Est. Return
11.5%
1 Year Est. Return
+11.5%
AUM
$2.73B
AUM Growth
-$8.25M
(-0.3%)
Holding
479
Top Buys
| 1 | +$11.1M | |
| 2 | +$6.03M | |
| 3 | +$4.37M | |
| 4 |
Intuit
INTU
|
+$4.04M |
| 5 |
Arista Networks
ANET
|
+$4.04M |
Top Sells
| 1 | +$17.3M | |
| 2 | +$12.3M | |
| 3 | +$7.33M | |
| 4 |
Zoetis
ZTS
|
+$5.55M |
| 5 |
Copart
CPRT
|
+$5.42M |
Sector Composition
| 1 | Technology | 28.76% |
| 2 | Financials | 12.87% |
| 3 | Industrials | 8.04% |
| 4 | Consumer Discretionary | 5.69% |
| 5 | Healthcare | 5.02% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
476
Trade Desk
TTD
$19.1B
| – | – |
-280
|
|
||
477
WESCO International
WCC
$13B
| – | – |
-16
|
|
||
478
Werner Enterprises
WERN
$1.53B
| – | – |
-300
|
|
||
|
XOVR
479
EntrepreneurShares Series Trust ERShares Private-Public Crossover ETF
XOVR
$385M
| – | – |
-520
|
|