PMFA

Plante Moran Financial Advisors Portfolio holdings

AUM $1.59B
1-Year Est. Return 15.58%
This Quarter Est. Return
1 Year Est. Return
+15.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$181M
AUM Growth
+$12.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
939
New
Increased
Reduced
Closed

Top Buys

1
+$1.1M
2
+$718K
3
+$478K
4
FCX icon
Freeport-McMoran
FCX
+$379K
5
CWI icon
SPDR MSCI ACWI ex-US ETF
CWI
+$252K

Top Sells

1
+$1.15M
2
+$1.07M
3
+$779K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$567K
5
SPR icon
Spirit AeroSystems
SPR
+$463K

Sector Composition

1 Consumer Staples 8.81%
2 Utilities 8.62%
3 Financials 8.35%
4 Technology 8.18%
5 Healthcare 7.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$85K 0.05%
1,493
-978
252
$84K 0.05%
3,144
+1,635
253
$84K 0.05%
4,897
-106
254
$84K 0.05%
581
+437
255
$84K 0.05%
2,354
+919
256
$83K 0.05%
2,085
257
$83K 0.05%
1,130
+510
258
$83K 0.05%
1,746
-707
259
$83K 0.05%
3,985
-47
260
$83K 0.05%
4,800
261
$83K 0.05%
503
-375
262
$79K 0.04%
544
-7
263
$78K 0.04%
1,073
264
$77K 0.04%
2,418
+1,698
265
$77K 0.04%
673
266
$77K 0.04%
1,168
+202
267
$77K 0.04%
904
+8
268
$76K 0.04%
563
+337
269
$76K 0.04%
536
+26
270
$75K 0.04%
1,022
-812
271
$74K 0.04%
+760
272
$73K 0.04%
989
273
$73K 0.04%
5,168
-584
274
$72K 0.04%
282
275
$72K 0.04%
320
+58
9 10
11
12 13