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
101
$1.6M 0.24%
49,580
-1,075
102
$1.59M 0.23%
15,236
-900
103
$1.56M 0.23%
9,345
+645
104
$1.55M 0.23%
30,025
105
$1.54M 0.23%
39,350
+4,580
106
$1.51M 0.22%
48,600
+4,490
107
$1.48M 0.22%
19,878
-70
108
$1.39M 0.2%
13,210
+50
109
$1.39M 0.2%
15,315
+135
110
$1.39M 0.2%
+17,100
111
$1.36M 0.2%
6,975
-45
112
$1.35M 0.2%
35,475
113
$1.34M 0.2%
50,970
+8,000
114
$1.34M 0.2%
38,270
+2,650
115
$1.28M 0.19%
11,974
+209
116
$1.25M 0.18%
41,235
-550
117
$1.25M 0.18%
33,600
-7,550
118
$1.24M 0.18%
14,410
-1,040
119
$1.2M 0.18%
34,045
-400
120
$1.19M 0.17%
+28,290
121
$1.17M 0.17%
20,000
122
$1.16M 0.17%
30,725
123
$1.13M 0.17%
17,648
+583
124
$1.12M 0.17%
9,448
+405
125
$1.11M 0.16%
14,955
3 4
5
6 7