PAI
Pittenger & Anderson Inc Portfolio holdings
AUM
$2.74B
1-Year Return
20.47%
This Quarter Return
+0.54%
1 Year Return
+20.47%
3 Year Return
+76.06%
5 Year Return
+110.7%
10 Year Return
+312.62%
AUM
$579M
AUM Growth
–
Cap. Flow
+$579M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
38.82%
Holding
276
New
276
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Fiserv
FI
|
$166M |
| 2 |
SPDR S&P MidCap 400 ETF Trust
MDY
|
$7.98M |
| 3 |
Berkshire Hathaway Class A
BRK.A
|
$7.08M |
| 4 |
Invesco QQQ Trust
QQQ
|
$6.45M |
| 5 |
iShares Russell 2000 ETF
IWM
|
$6.18M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 33.74% |
| 2 | Financials | 7.68% |
| 3 | Industrials | 5.37% |
| 4 | Energy | 5.23% |
| 5 | Healthcare | 5.13% |
