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
301
$61K 0.03%
992
-17
302
$61K 0.03%
+1,489
303
$60K 0.03%
2,502
304
$60K 0.03%
1,478
+1,425
305
$60K 0.03%
1,002
306
$59K 0.03%
+695
307
$59K 0.03%
+625
308
$59K 0.03%
1,000
309
$59K 0.03%
1,126
310
$58K 0.03%
+2,248
311
$57K 0.03%
11,089
+2,082
312
$57K 0.03%
710
+150
313
$57K 0.03%
860
314
$57K 0.03%
501
+1
315
$57K 0.03%
496
316
$57K 0.03%
1,068
317
$57K 0.03%
427
318
$56K 0.03%
+2,700
319
$56K 0.03%
1,212
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320
$56K 0.03%
32
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321
$56K 0.03%
1,104
-115
322
$56K 0.03%
2,407
323
$55K 0.03%
601
324
$55K 0.03%
1,967
325
$55K 0.03%
995
+574
11 12
13
14 15