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
326
$55K 0.03%
1,088
327
$55K 0.03%
1,240
328
$55K 0.03%
1,795
329
$55K 0.03%
3,231
330
$55K 0.03%
765
+630
331
$55K 0.03%
831
-196
332
$55K 0.03%
464
-549
333
$54K 0.03%
471
334
$54K 0.03%
870
+85
335
$54K 0.03%
921
-12
336
$53K 0.03%
310
337
$53K 0.03%
203
+160
338
$53K 0.03%
6,058
+810
339
$53K 0.03%
1,165
+196
340
$53K 0.03%
819
+271
341
$52K 0.03%
4,058
342
$52K 0.03%
370
343
$52K 0.03%
2,000
+1,000
344
$51K 0.03%
1,484
-1,945
345
$51K 0.03%
2,676
346
$51K 0.03%
852
+12
347
$51K 0.03%
424
348
$50K 0.03%
410
349
$50K 0.03%
1,830
350
$50K 0.03%
1,132
12 13
14
15 16