PAI
Pittenger & Anderson Inc Portfolio holdings
AUM
$2.74B
1-Year Return
20.47%
This Quarter Return
+3.21%
1 Year Return
+20.47%
3 Year Return
+76.06%
5 Year Return
+110.7%
10 Year Return
+312.62%
AUM
$907M
AUM Growth
+$46.8M
(+5.4%)
Cap. Flow
+$23.3M
Cap. Flow
% of AUM
2.57%
Top 10 Holdings %
Top 10 Hldgs %
39.06%
Holding
416
New
31
Increased
128
Reduced
115
Closed
37
Top Buys
| 1 |
Kinder Morgan
KMI
|
+$2.69M |
| 2 |
Chubb
CB
|
+$2.37M |
| 3 |
Invesco QQQ Trust
QQQ
|
+$2M |
| 4 |
AGN
Allergan plc
AGN
|
+$1.91M |
| 5 |
Alerian MLP ETF
AMLP
|
+$1.53M |
Top Sells
| 1 |
Gilead Sciences
GILD
|
+$4.02M |
| 2 |
Goldman Sachs
GS
|
+$2.08M |
| 3 |
Boeing
BA
|
+$1.4M |
| 4 |
Under Armour
UAA
|
+$1.28M |
| 5 |
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% |
