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
76
$5.19M 0.35%
116,745
+180
77
$5.05M 0.34%
22,999
+210
78
$5.02M 0.34%
78,155
+22,525
79
$5M 0.33%
84,271
-250
80
$4.88M 0.33%
29,667
-947
81
$4.87M 0.33%
69,227
+480
82
$4.84M 0.32%
40,600
-50
83
$4.73M 0.32%
33,300
+9,225
84
$4.64M 0.31%
31,395
85
$4.59M 0.31%
34,385
+155
86
$4.52M 0.3%
28,445
87
$4.42M 0.3%
87,640
+7,080
88
$4.41M 0.3%
49,242
+1,037
89
$4.4M 0.29%
15,595
+3,095
90
$4.4M 0.29%
22,782
+395
91
$4.32M 0.29%
21,918
+192
92
$4.2M 0.28%
49,220
93
$4.13M 0.28%
139,944
+218
94
$4.07M 0.27%
113,958
+31,818
95
$4.01M 0.27%
42,860
-55
96
$3.97M 0.27%
59,530
-210
97
$3.94M 0.26%
74,398
-200
98
$3.9M 0.26%
48,480
99
$3.86M 0.26%
26,168
-138
100
$3.86M 0.26%
31,998
-2,595
2 3
4
5 6