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
376
$43K 0.02%
433
377
$43K 0.02%
325
378
$42K 0.02%
+1,138
379
$42K 0.02%
2,224
+47
380
$41K 0.02%
5,932
381
$41K 0.02%
790
382
$41K 0.02%
2,250
383
$41K 0.02%
332
384
$41K 0.02%
464
385
$40K 0.02%
1,383
-534
386
$40K 0.02%
180
387
$40K 0.02%
2,001
388
$40K 0.02%
370
389
$39K 0.02%
519
-575
390
$39K 0.02%
+1,834
391
$39K 0.02%
584
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392
$39K 0.02%
1,222
+94
393
$39K 0.02%
1,750
394
$38K 0.02%
+1,012
395
$38K 0.02%
153
396
$38K 0.02%
328
397
$38K 0.02%
2,184
+1,304
398
$38K 0.02%
895
-79
399
$38K 0.02%
1,275
400
$38K 0.02%
232
+18
14 15
16
17 18