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
$2.43B
AUM Growth
-$28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
465
New
Increased
Reduced
Closed

Top Buys

1
+$8.09M
2
+$3.02M
3
+$2.75M
4
CPRT icon
Copart
CPRT
+$2.63M
5
VV icon
Vanguard Large-Cap ETF
VV
+$2.09M

Top Sells

1
+$7.66M
2
+$6.7M
3
+$3.07M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$2.59M
5
VB icon
Vanguard Small-Cap ETF
VB
+$2.59M

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
76
$9.83M 0.4%
56,535
+3,560
77
$9.56M 0.39%
67,007
-1,932
78
$9.48M 0.39%
17,413
+969
79
$8.97M 0.37%
166,030
-395
80
$8.27M 0.34%
47,659
81
$8.15M 0.33%
63,450
-2,250
82
$8.09M 0.33%
78,014
+460
83
$7M 0.29%
78,359
+300
84
$6.94M 0.29%
65,220
+780
85
$6.65M 0.27%
28,980
86
$6.63M 0.27%
22,215
+584
87
$6.47M 0.27%
43,015
88
$6.46M 0.27%
35,800
+140
89
$6.4M 0.26%
42,524
90
$6.31M 0.26%
11,528
+186
91
$5.81M 0.24%
46,962
+205
92
$5.29M 0.22%
27,186
-261
93
$5.14M 0.21%
48,270
94
$5.09M 0.21%
74,615
95
$5.04M 0.21%
44,390
96
$4.86M 0.2%
29,486
-699
97
$4.62M 0.19%
26,914
+360
98
$4.61M 0.19%
62,544
+1,045
99
$4.53M 0.19%
45,107
+347
100
$4.45M 0.18%
45,700
2 3
4
5 6