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
$148M
AUM Growth
+$10.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,050
New
Increased
Reduced
Closed

Top Buys

1
+$1.78M
2
+$670K
3
+$417K
4
VZ icon
Verizon
VZ
+$190K
5
HTZ
Hertz Global Holdings, Inc.
HTZ
+$173K

Top Sells

1
+$507K
2
+$365K
3
+$347K
4
AAL icon
American Airlines Group
AAL
+$284K
5
HRI icon
Herc Holdings
HRI
+$264K

Sector Composition

1 Utilities 11.54%
2 Consumer Staples 10.79%
3 Healthcare 9.01%
4 Technology 8.82%
5 Financials 7.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$61K 0.04%
1,213
-371
277
$61K 0.04%
1,294
-98
278
$60K 0.04%
1,137
279
$59K 0.04%
800
280
$59K 0.04%
2,083
+1,905
281
$59K 0.04%
816
-239
282
$59K 0.04%
+551
283
$58K 0.04%
717
+319
284
$58K 0.04%
431
285
$57K 0.04%
+1,154
286
$57K 0.04%
1,180
-332
287
$57K 0.04%
887
+779
288
$57K 0.04%
2,574
289
$56K 0.04%
335
290
$56K 0.04%
1,260
-12
291
$56K 0.04%
497
292
$55K 0.04%
+732
293
$55K 0.04%
1,812
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294
$55K 0.04%
487
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295
$55K 0.04%
+1,444
296
$55K 0.04%
1,096
297
$55K 0.04%
+841
298
$54K 0.04%
755
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299
$54K 0.04%
2,324
300
$54K 0.04%
800
-700
10 11
12
13 14