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
$148M
AUM Growth
+$10.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,050
New
Increased
Reduced
Closed

Top Buys

1
+$1.78M
2
+$670K
3
+$417K
4
VZ icon
Verizon
VZ
+$190K
5
HTZ
Hertz Global Holdings, Inc.
HTZ
+$173K

Top Sells

1
+$507K
2
+$365K
3
+$347K
4
AAL icon
American Airlines Group
AAL
+$284K
5
HRI icon
Herc Holdings
HRI
+$264K

Sector Composition

1 Utilities 11.54%
2 Consumer Staples 10.79%
3 Healthcare 9.01%
4 Technology 8.82%
5 Financials 7.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$38K 0.03%
1,830
377
$38K 0.03%
925
-586
378
$37K 0.03%
728
+651
379
$37K 0.03%
516
380
$37K 0.03%
598
381
$37K 0.03%
21,880
+280
382
$37K 0.03%
1,561
-104
383
$37K 0.03%
1,031
+962
384
$37K 0.03%
2,288
385
$35K 0.02%
157
386
$35K 0.02%
2,062
387
$35K 0.02%
294
+148
388
$34K 0.02%
490
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389
$34K 0.02%
370
390
$34K 0.02%
632
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391
$34K 0.02%
180
392
$34K 0.02%
+391
393
$33K 0.02%
720
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394
$33K 0.02%
264
395
$33K 0.02%
822
396
$32K 0.02%
360
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397
$32K 0.02%
2,274
398
$32K 0.02%
+567
399
$32K 0.02%
451
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400
$31K 0.02%
380
-125
14 15
16
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