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
76
$3.12M 0.34%
146,302
+28,434
77
$3M 0.33%
81,975
+6,510
78
$2.91M 0.32%
34,407
-1,088
79
$2.89M 0.32%
31,425
-125
80
$2.83M 0.31%
44,220
81
$2.83M 0.31%
35,177
+2,612
82
$2.81M 0.31%
20,188
+460
83
$2.79M 0.31%
36,825
-1,321
84
$2.78M 0.31%
151,740
-3,000
85
$2.71M 0.3%
49,222
+27
86
$2.7M 0.3%
144,024
+143,624
87
$2.67M 0.29%
45,700
88
$2.65M 0.29%
55,780
89
$2.64M 0.29%
29,888
-520
90
$2.64M 0.29%
59,550
-12,615
91
$2.57M 0.28%
63,997
-31,915
92
$2.56M 0.28%
41,190
-3,625
93
$2.51M 0.28%
32,435
-2,185
94
$2.48M 0.27%
41,619
-431
95
$2.43M 0.27%
42,840
+880
96
$2.41M 0.27%
91,600
97
$2.34M 0.26%
49,525
+15,350
98
$2.33M 0.26%
267,555
-3,675
99
$2.28M 0.25%
27,332
+2,017
100
$2.26M 0.25%
18,520
-190
2 3
4
5 6