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
276
$71K 0.04%
6,684
277
$71K 0.04%
4,140
+1,528
278
$71K 0.04%
918
279
$70K 0.04%
585
+240
280
$70K 0.04%
424
281
$70K 0.04%
999
+42
282
$70K 0.04%
1,400
+640
283
$70K 0.04%
824
284
$69K 0.04%
1,435
285
$69K 0.04%
365
+79
286
$68K 0.04%
2,657
287
$68K 0.04%
1,599
288
$68K 0.04%
+950
289
$68K 0.04%
172
+160
290
$68K 0.04%
1,340
+636
291
$67K 0.04%
1,615
+187
292
$67K 0.04%
+600
293
$66K 0.04%
478
+314
294
$65K 0.04%
1,500
295
$64K 0.04%
1,394
-3
296
$64K 0.04%
1,100
297
$64K 0.04%
405
+400
298
$64K 0.04%
643
-14
299
$63K 0.03%
771
+387
300
$62K 0.03%
609
10 11
12
13 14