PMFA
Plante Moran Financial Advisors Portfolio holdings
AUM
$1.42B
1-Year Return
13.8%
This Quarter Return
+4.51%
1 Year Return
+13.8%
3 Year Return
+55.88%
5 Year Return
+100.06%
10 Year Return
+234.83%
AUM
$133M
AUM Growth
+$6.39M
(+5%)
Cap. Flow
+$1.34M
Cap. Flow
% of AUM
1.01%
Top 10 Holdings %
Top 10 Hldgs %
34.09%
Holding
1,039
New
323
Increased
211
Reduced
145
Closed
58
Top Buys
| 1 |
Alphabet (Google) Class A
GOOGL
|
+$652K |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$579K |
| 3 |
XPO
XPO
|
+$374K |
| 4 |
Comcast
CMCSA
|
+$280K |
| 5 |
iShares MSCI EAFE ETF
EFA
|
+$248K |
Top Sells
| 1 |
Andersons Inc
ANDE
|
+$1.23M |
| 2 |
ECHO
Echo Global Logistics, Inc.
ECHO
|
+$1.05M |
| 3 |
Alphabet (Google) Class C
GOOG
|
+$812K |
| 4 |
PepsiCo
PEP
|
+$579K |
| 5 |
ManpowerGroup
MAN
|
+$547K |
Sector Composition
| 1 | Consumer Staples | 11.63% |
| 2 | Utilities | 10.79% |
| 3 | Healthcare | 9.33% |
| 4 | Technology | 9.15% |
| 5 | Financials | 7.98% |
