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
101
$3.66M 0.24%
98,474
+544
102
$3.65M 0.24%
71,425
-5,100
103
$3.63M 0.24%
150,654
-150
104
$3.59M 0.24%
41,389
+330
105
$3.58M 0.24%
90,363
+255
106
$3.57M 0.24%
18,809
-205
107
$3.47M 0.23%
77,375
+2,821
108
$3.45M 0.23%
30,700
109
$3.41M 0.23%
34,225
-410
110
$3.4M 0.23%
160,525
+15,100
111
$3.39M 0.23%
29,885
+875
112
$3.34M 0.22%
55,505
113
$3.2M 0.21%
24,909
+815
114
$3.18M 0.21%
9,885
-52
115
$3.01M 0.2%
26,115
+90
116
$2.92M 0.2%
31,525
+7,450
117
$2.88M 0.19%
30,415
+110
118
$2.82M 0.19%
28,035
+1,976
119
$2.81M 0.19%
53,200
+185
120
$2.79M 0.19%
13,125
121
$2.74M 0.18%
22,000
122
$2.72M 0.18%
13,050
123
$2.71M 0.18%
20,425
124
$2.68M 0.18%
15,913
+4,815
125
$2.65M 0.18%
42,075
-300
3 4
5
6 7