PMFA
Plante Moran Financial Advisors Portfolio holdings
AUM
$1.58B
1-Year Est. Return
17.01%
This Fund
S&P 500
1 Year Est. Return
+17.01%
AUM
$287M
AUM Growth
-$19.7M
(-6.4%)
Holding
1,010
Top Buys
| 1 | +$2.16M | |
| 2 | +$1.94M | |
| 3 | +$1.39M | |
| 4 |
iShares Russell 3000 ETF
IWV
|
+$1.31M |
| 5 |
AMJ
JP Morgan Alerian MLP Index ETN 5/24/24
AMJ
|
+$1.02M |
Top Sells
| 1 | +$2.73M | |
| 2 | +$2.31M | |
| 3 | +$1.39M | |
| 4 |
iShares Russell 1000 ETF
IWB
|
+$652K |
| 5 |
ManpowerGroup
MAN
|
+$636K |
Sector Composition
| 1 | Consumer Staples | 20.13% |
| 2 | Consumer Discretionary | 13.17% |
| 3 | Healthcare | 11.45% |
| 4 | Utilities | 6.26% |
| 5 | Technology | 5.78% |