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
151
$1.95M 0.13%
23,008
+1,148
152
$1.91M 0.13%
14,275
153
$1.82M 0.12%
3,178
+878
154
$1.74M 0.12%
29,435
-335
155
$1.63M 0.11%
28,730
156
$1.59M 0.11%
15,610
-195
157
$1.45M 0.1%
16,116
+611
158
$1.44M 0.1%
14,220
+481
159
$1.41M 0.09%
42
160
$1.39M 0.09%
21,208
+845
161
$1.31M 0.09%
69,488
+11,048
162
$1.22M 0.08%
3,766
+329
163
$1.18M 0.08%
9,424
+497
164
$1.16M 0.08%
3,523
+392
165
$1.16M 0.08%
22,415
+1,791
166
$1.09M 0.07%
4,472
-629
167
$1.05M 0.07%
35,000
168
$1.02M 0.07%
12,190
-779
169
$1.01M 0.07%
7,875
170
$872K 0.06%
763
-160
171
$840K 0.06%
24,250
+525
172
$821K 0.05%
13,800
173
$744K 0.05%
11,890
-25
174
$731K 0.05%
13,600
175
$728K 0.05%
5,915
5 6
7
8 9