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
$1.82B
AUM Growth
+$155M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
494
New
Increased
Reduced
Closed

Top Buys

1
+$14.8M
2
+$3.22M
3
+$3M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$2.66M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.58M

Top Sells

1
+$6.69M
2
+$6.53M
3
+$4.59M
4
FISV
Fiserv Inc
FISV
+$2.39M
5
WST icon
West Pharmaceutical
WST
+$2.03M

Sector Composition

1 Technology 26.67%
2 Financials 12.06%
3 Industrials 8.76%
4 Healthcare 8.58%
5 Consumer Staples 5.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$652K 0.04%
1,674
+143
152
$612K 0.03%
1,915
-48
153
$580K 0.03%
4,400
-1,200
154
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2,895
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155
$544K 0.03%
3,375
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156
$537K 0.03%
6,186
-217
157
$536K 0.03%
5,752
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158
$490K 0.03%
16,140
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159
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4,000
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160
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161
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1,343
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162
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163
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164
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6,415
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165
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166
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167
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169
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170
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172
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2,025
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173
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3,250
174
$329K 0.02%
767
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175
$320K 0.02%
6,900
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5 6
7
8 9