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
$907M
AUM Growth
+$46.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
416
New
Increased
Reduced
Closed

Top Buys

1
+$2.69M
2
+$2.37M
3
+$2M
4
AGN
Allergan plc
AGN
+$1.91M
5
AMLP icon
Alerian MLP ETF
AMLP
+$1.53M

Top Sells

1
+$4.02M
2
+$2.08M
3
+$1.4M
4
UAA icon
Under Armour
UAA
+$1.28M
5
CI icon
Cigna
CI
+$1.03M

Sector Composition

1 Technology 36.27%
2 Financials 9.21%
3 Healthcare 8.05%
4 Industrials 6.67%
5 Consumer Staples 5.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$88K 0.01%
6,300
252
$83K 0.01%
3,200
+500
253
$83K 0.01%
1,315
-1,950
254
$80K 0.01%
1,500
255
$80K 0.01%
+850
256
$74K 0.01%
2,025
-2,200
257
$73K 0.01%
1,260
+630
258
$71K 0.01%
60,000
259
$61K 0.01%
8,000
260
$56K 0.01%
700
261
$56K 0.01%
575
262
$56K 0.01%
826
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263
$55K 0.01%
3,900
264
$52K 0.01%
1,950
-300
265
$49K 0.01%
650
-200
266
$48K 0.01%
1,150
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267
$46K 0.01%
1,000
268
$44K ﹤0.01%
450
269
$43K ﹤0.01%
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271
$42K ﹤0.01%
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272
$42K ﹤0.01%
930
273
$42K ﹤0.01%
500
274
$40K ﹤0.01%
2,600
-7,350
275
$39K ﹤0.01%
730
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9 10
11
12 13