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
176
$675K 0.05%
4,798
+360
177
$644K 0.04%
7,775
178
$628K 0.04%
306
-14
179
$620K 0.04%
9,998
-2,740
180
$608K 0.04%
4,850
-275
181
$576K 0.04%
1,478
+247
182
$574K 0.04%
5,450
-4,875
183
$574K 0.04%
6,750
184
$566K 0.04%
2,460
-40
185
$546K 0.04%
8,450
186
$541K 0.04%
6,150
187
$518K 0.03%
17,720
+2,820
188
$496K 0.03%
10,700
189
$478K 0.03%
3,500
190
$468K 0.03%
5,440
-50
191
$465K 0.03%
2,395
192
$435K 0.03%
5,852
+250
193
$417K 0.03%
2,759
-1,015
194
$394K 0.03%
1,144
+664
195
$375K 0.03%
2,405
196
$360K 0.02%
2,942
197
$342K 0.02%
6,110
+4,110
198
$328K 0.02%
5,625
+1,200
199
$328K 0.02%
6,100
-200
200
$307K 0.02%
16,425
6 7
8
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