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
126
$2.64M 0.18%
27,830
+110
127
$2.63M 0.18%
10,175
+2,850
128
$2.59M 0.17%
48,620
+4,720
129
$2.55M 0.17%
63,351
+121
130
$2.52M 0.17%
87,190
131
$2.45M 0.16%
35,140
-9,625
132
$2.44M 0.16%
17,770
+75
133
$2.44M 0.16%
17,806
-38
134
$2.44M 0.16%
31,015
+2,305
135
$2.44M 0.16%
26,925
136
$2.42M 0.16%
18,495
-250
137
$2.36M 0.16%
52,385
+235
138
$2.36M 0.16%
40,198
+340
139
$2.36M 0.16%
41,000
140
$2.31M 0.15%
24,439
141
$2.31M 0.15%
+112,151
142
$2.29M 0.15%
7,018
-9,672
143
$2.28M 0.15%
47,400
-5,200
144
$2.26M 0.15%
12,816
-3,383
145
$2.21M 0.15%
37,400
-6,850
146
$2.16M 0.14%
39,085
-110
147
$2.14M 0.14%
13,488
+3,998
148
$2.07M 0.14%
18,675
-55
149
$2.03M 0.14%
64,100
-10,000
150
$2.02M 0.14%
9,544
-2,552
4 5
6
7 8