PMFA
Plante Moran Financial Advisors Portfolio holdings
AUM
$1.42B
1-Year Return
13.8%
This Quarter Return
+6.1%
1 Year Return
+13.8%
3 Year Return
+55.88%
5 Year Return
+100.06%
10 Year Return
+234.83%
AUM
$163M
AUM Growth
+$28.2M
(+21%)
Cap. Flow
+$20.5M
Cap. Flow
% of AUM
12.55%
Top 10 Holdings %
Top 10 Hldgs %
63.6%
Holding
712
New
106
Increased
148
Reduced
79
Closed
60
Top Buys
| 1 |
SPDR Gold Trust
GLD
|
+$12.5M |
| 2 |
Ford
F
|
+$2.01M |
| 3 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$1.29M |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
+$1.27M |
| 5 |
ProAssurance
PRA
|
+$1.1M |
Top Sells
| 1 |
Groupon
GRPN
|
+$1.68M |
| 2 |
AT&T
T
|
+$687K |
| 3 |
Vanguard S&P 500 ETF
VOO
|
+$239K |
| 4 |
Comerica
CMA
|
+$180K |
| 5 |
Vanguard Total Bond Market
BND
|
+$162K |
Sector Composition
| 1 | Consumer Staples | 6.74% |
| 2 | Healthcare | 6.01% |
| 3 | Technology | 5.65% |
| 4 | Industrials | 5.6% |
| 5 | Financials | 4.27% |
