PMFA
Plante Moran Financial Advisors Portfolio holdings
AUM
$1.42B
1-Year Return
13.8%
This Quarter Return
-0.08%
1 Year Return
+13.8%
3 Year Return
+55.88%
5 Year Return
+100.06%
10 Year Return
+234.83%
AUM
$114M
AUM Growth
+$2.77M
(+2.5%)
Cap. Flow
+$3.43M
Cap. Flow
% of AUM
3%
Top 10 Holdings %
Top 10 Hldgs %
31.73%
Holding
932
New
85
Increased
146
Reduced
180
Closed
122
Top Buys
| 1 |
Horizon Bancorp
HBNC
|
+$446K |
| 2 |
iShares Russell 1000 Value ETF
IWD
|
+$413K |
| 3 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$369K |
| 4 |
iShares Russell 1000 Growth ETF
IWF
|
+$336K |
| 5 |
iShares Russell Mid-Cap ETF
IWR
|
+$304K |
Top Sells
| 1 |
ECHO
Echo Global Logistics, Inc.
ECHO
|
+$549K |
| 2 |
Eaton
ETN
|
+$530K |
| 3 |
PepsiCo
PEP
|
+$426K |
| 4 |
IBM
IBM
|
+$302K |
| 5 |
DTE Energy
DTE
|
+$188K |
Sector Composition
| 1 | Consumer Staples | 11.77% |
| 2 | Healthcare | 11.06% |
| 3 | Technology | 10.72% |
| 4 | Industrials | 9.31% |
| 5 | Financials | 8.62% |
