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
101
$4.35M 0.18%
26,180
+150
102
$4.35M 0.18%
36,810
-700
103
$4.34M 0.18%
120,225
104
$4.17M 0.17%
17,502
+650
105
$4.13M 0.17%
34,940
106
$4M 0.16%
15,431
+1,617
107
$4M 0.16%
2,431
108
$3.98M 0.16%
13,560
109
$3.94M 0.16%
35,785
+235
110
$3.91M 0.16%
61,475
-381
111
$3.9M 0.16%
8,617
-15
112
$3.86M 0.16%
18,830
-4,740
113
$3.85M 0.16%
162,412
-23,542
114
$3.82M 0.16%
21,775
+3,893
115
$3.73M 0.15%
42,520
+300
116
$3.72M 0.15%
22,837
+5,606
117
$3.7M 0.15%
26,228
+195
118
$3.65M 0.15%
46,787
+12,842
119
$3.55M 0.15%
30,866
-923
120
$3.53M 0.15%
48,895
121
$3.39M 0.14%
10,806
+4,111
122
$3.35M 0.14%
35,745
-2,330
123
$3.31M 0.14%
18,145
124
$3.3M 0.14%
18,681
+2,151
125
$3.28M 0.13%
19,900
3 4
5
6 7