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
201
$326K 0.01%
3,250
202
$313K 0.01%
8,200
+2,500
203
$312K 0.01%
695
204
$308K 0.01%
1,554
-1,174
205
$305K 0.01%
1,182
-4,864
206
$294K 0.01%
29,308
207
$294K 0.01%
9,985
208
$279K 0.01%
3,906
-4
209
$276K 0.01%
+2,000
210
$274K 0.01%
8,372
211
$274K 0.01%
4,015
212
$269K 0.01%
2,475
+75
213
$258K 0.01%
5,074
+37
214
$257K 0.01%
1,150
-648
215
$249K 0.01%
5,000
216
$245K 0.01%
1,928
217
$241K 0.01%
6,060
-168
218
$238K 0.01%
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219
$236K 0.01%
7,000
220
$236K 0.01%
1,288
+46
221
$224K 0.01%
1,961
+100
222
$218K 0.01%
1,942
+85
223
$203K 0.01%
1,665
224
$198K 0.01%
1,403
225
$197K 0.01%
7,812
7 8
9
10 11