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
376
$2K ﹤0.01%
+25
377
– –
-44
378
$0 ﹤0.01%
+7
379
– –
-200
380
– –
-5,869
381
– –
-51,084
382
– –
-14,325
383
$0 ﹤0.01%
+8
384
– –
-7,500
385
– –
-9,763
386
$0 ﹤0.01%
+7
387
– –
-18,000
388
– –
-6,050
389
– –
-3,000
12 13 14 15
16