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
$679M
AUM Growth
-$38.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
450
New
Increased
Reduced
Closed

Top Buys

1 +$5.94M
2 +$2.98M
3 +$1.91M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.7M
5
AET
Aetna Inc
AET
+$1.39M

Top Sells

1 +$8.24M
2 +$7.82M
3 +$1.42M
4
IJT icon
iShares S&P Small-Cap 600 Growth ETF
IJT
+$1.26M
5
AIG icon
American International
AIG
+$1.23M

Sector Composition

1 Technology 40.02%
2 Financials 8.54%
3 Industrials 7.94%
4 Healthcare 6.15%
5 Energy 6.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$283K 0.04%
+17,400
227
$276K 0.04%
4,515
+250
228
$270K 0.04%
3,200
-50
229
$267K 0.04%
+7,374
230
$263K 0.04%
5,000
231
$251K 0.04%
5,575
-14,045
232
$244K 0.04%
7,439
-718
233
$239K 0.04%
+3,415
234
$234K 0.03%
2,885
+40
235
$232K 0.03%
4,405
-3,430
236
$218K 0.03%
4,500
237
$208K 0.03%
1,390
+170
238
$207K 0.03%
+3,070
239
$196K 0.03%
2,550
-325
240
$194K 0.03%
2,265
-660
241
$190K 0.03%
+5,000
242
$166K 0.02%
+2,325
243
$154K 0.02%
+4,200
244
$148K 0.02%
+1,675
245
$144K 0.02%
+2,475
246
$128K 0.02%
+2,560
247
$120K 0.02%
+100
248
$119K 0.02%
+1,000
249
$116K 0.02%
+1,600
250
$115K 0.02%
+1,686