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
51
$7.6M 0.51%
33,567
-188
52
$7.59M 0.51%
63,385
+445
53
$7.52M 0.5%
111,812
-60
54
$7.44M 0.5%
121,125
+250
55
$7.42M 0.5%
28,400
+271
56
$7.35M 0.49%
31,280
-10
57
$7.34M 0.49%
47,830
-290
58
$7.3M 0.49%
77,481
-24
59
$7.02M 0.47%
116,020
-180
60
$7.01M 0.47%
349,698
+7,971
61
$6.97M 0.47%
35,294
-68
62
$6.96M 0.47%
31,893
+425
63
$6.91M 0.46%
43,850
+35
64
$6.82M 0.46%
80,453
+29,435
65
$6.6M 0.44%
59,201
-380
66
$6.38M 0.43%
45,756
+175
67
$6.09M 0.41%
35,705
+445
68
$6.04M 0.4%
123,389
+9,604
69
$5.99M 0.4%
16,909
+685
70
$5.97M 0.4%
68,767
+500
71
$5.43M 0.36%
35,074
-441
72
$5.3M 0.35%
91,220
73
$5.29M 0.35%
131,010
74
$5.26M 0.35%
54,450
75
$5.24M 0.35%
45,033
+733
1 2
3
4 5