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
176
$536K 0.02%
1,405
+97
177
$522K 0.02%
8,100
178
$522K 0.02%
6,626
179
$521K 0.02%
1,696
-267
180
$501K 0.02%
8,000
181
$501K 0.02%
11,365
182
$474K 0.02%
2,900
+400
183
$454K 0.02%
6,240
184
$451K 0.02%
5,500
185
$438K 0.02%
2,666
186
$427K 0.02%
3,580
+115
187
$418K 0.02%
2,875
188
$411K 0.02%
+4,940
189
$400K 0.02%
16,620
+3,502
190
$394K 0.02%
2,442
+1,542
191
$389K 0.02%
1,323
192
$387K 0.02%
6,600
193
$362K 0.01%
3,000
194
$357K 0.01%
2,355
195
$343K 0.01%
3,400
+980
196
$341K 0.01%
886
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197
$340K 0.01%
5,390
198
$331K 0.01%
886
+238
199
$330K 0.01%
970
200
$326K 0.01%
1,870
-400
6 7
8
9 10