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
351
$49K 0.03%
1,031
+181
352
$49K 0.03%
500
353
$49K 0.03%
1,269
+131
354
$48K 0.03%
+415
355
$48K 0.03%
307
+10
356
$48K 0.03%
965
+755
357
$48K 0.03%
+718
358
$47K 0.03%
200
359
$47K 0.03%
407
360
$47K 0.03%
1,440
361
$47K 0.03%
841
362
$46K 0.03%
+803
363
$46K 0.03%
824
-174
364
$45K 0.02%
451
365
$45K 0.02%
2,433
+6
366
$45K 0.02%
+816
367
$45K 0.02%
2,463
+1
368
$44K 0.02%
1,441
369
$44K 0.02%
303
+22
370
$44K 0.02%
1,193
-1,366
371
$44K 0.02%
547
+391
372
$44K 0.02%
730
373
$43K 0.02%
792
+60
374
$43K 0.02%
1,667
-720
375
$43K 0.02%
1,850
13 14
15
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