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
151
$1.14M 0.05%
8,295
152
$1.13M 0.05%
19,475
-4,000
153
$1.1M 0.05%
28,082
-3,423
154
$1.09M 0.04%
7,125
155
$1.08M 0.04%
3,717
156
$1.03M 0.04%
3,672
+205
157
$1.02M 0.04%
1,129
+185
158
$1.02M 0.04%
3,818
-33
159
$1.02M 0.04%
7,449
-654
160
$990K 0.04%
13,977
161
$974K 0.04%
2,956
+98
162
$892K 0.04%
26,675
-505
163
$808K 0.03%
3,680
-30
164
$805K 0.03%
17,923
-671
165
$769K 0.03%
2,460
166
$690K 0.03%
1,197
-142
167
$684K 0.03%
6,750
168
$679K 0.03%
5,729
169
$653K 0.03%
2,793
-313
170
$642K 0.03%
13,157
+570
171
$641K 0.03%
710
172
$633K 0.03%
7,375
+75
173
$604K 0.02%
2,608
+508
174
$597K 0.02%
2,995
+735
175
$537K 0.02%
6,900
5 6
7
8 9