PMFA
Plante Moran Financial Advisors Portfolio holdings
AUM
$1.42B
1-Year Return
13.8%
This Quarter Return
+4.61%
1 Year Return
+13.8%
3 Year Return
+55.88%
5 Year Return
+100.06%
10 Year Return
+234.83%
AUM
$112M
AUM Growth
+$19.7M
(+21%)
Cap. Flow
+$16.1M
Cap. Flow
% of AUM
14.44%
Top 10 Holdings %
Top 10 Hldgs %
32.73%
Holding
891
New
262
Increased
272
Reduced
32
Closed
44
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
$4.01M |
| 2 |
Alphabet (Google) Class C
GOOG
|
$620K |
| 3 |
Eaton
ETN
|
$566K |
| 4 |
Exxon Mobil
XOM
|
$517K |
| 5 |
Apple
AAPL
|
$443K |
Top Sells
| 1 |
SPDR Gold Trust
GLD
|
$3.75M |
| 2 |
Groupon
GRPN
|
$359K |
| 3 |
Agree Realty
ADC
|
$207K |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$134K |
| 5 |
Stryker
SYK
|
$67.2K |
Sector Composition
| 1 | Consumer Staples | 12.51% |
| 2 | Healthcare | 11.58% |
| 3 | Industrials | 10.88% |
| 4 | Technology | 10.71% |
| 5 | Utilities | 8.2% |
