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
$178M
AUM Growth
+$14.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
752
New
Increased
Reduced
Closed

Top Buys

1
+$5.07M
2
+$1.53M
3
+$1.35M
4
FITB icon
Fifth Third Bancorp
FITB
+$1.09M
5
XOM icon
Exxon Mobil
XOM
+$909K

Top Sells

1
+$2.03M
2
+$1.69M
3
+$338K
4
PACW
PacWest Bancorp
PACW
+$193K
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$168K

Sector Composition

1 Industrials 7.4%
2 Consumer Staples 6.92%
3 Healthcare 6.77%
4 Technology 6.43%
5 Financials 5.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$38K 0.02%
484
+461
277
$37K 0.02%
822
278
$37K 0.02%
798
+580
279
$37K 0.02%
1,517
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280
$37K 0.02%
1,651
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281
$36K 0.02%
346
282
$36K 0.02%
310
283
$35K 0.02%
311
+79
284
$35K 0.02%
450
285
$35K 0.02%
510
-182
286
$34K 0.02%
735
-137
287
$33K 0.02%
158
288
$33K 0.02%
3,026
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289
$33K 0.02%
469
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290
$32K 0.02%
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291
$32K 0.02%
306
292
$32K 0.02%
355
293
$32K 0.02%
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294
$32K 0.02%
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295
$31K 0.02%
629
296
$31K 0.02%
2,789
+1,279
297
$31K 0.02%
1,501
+1,376
298
$31K 0.02%
269
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299
$30K 0.02%
676
300
$30K 0.02%
816
-750
10 11
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