PMFA
Plante Moran Financial Advisors Portfolio holdings
AUM
$1.42B
1-Year Return
13.8%
This Quarter Return
-8.27%
1 Year Return
+13.8%
3 Year Return
+55.88%
5 Year Return
+100.06%
10 Year Return
+234.83%
AUM
$135M
AUM Growth
–
Cap. Flow
+$135M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
63.59%
Holding
606
New
603
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
SPDR Gold Trust
GLD
|
+$59.2M |
| 2 |
DTE Energy
DTE
|
+$5.17M |
| 3 |
Groupon
GRPN
|
+$4.28M |
| 4 |
Johnson & Johnson
JNJ
|
+$3.58M |
| 5 |
PepsiCo
PEP
|
+$3.38M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Consumer Staples | 7.99% |
| 2 | Technology | 6.65% |
| 3 | Healthcare | 6.51% |
| 4 | Industrials | 6.16% |
| 5 | Communication Services | 5.18% |
