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
$136M
AUM Growth
+$21.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
904
New
Increased
Reduced
Closed

Top Buys

1 +$8.57M
2 +$3.78M
3 +$1.34M
4
MGA icon
Magna International
MGA
+$870K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$719K

Top Sells

1 +$1.64M
2 +$1M
3 +$750K
4
GRPN icon
Groupon
GRPN
+$413K
5
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$228K

Sector Composition

1 Consumer Staples 17.23%
2 Healthcare 10.36%
3 Utilities 10.09%
4 Technology 9.76%
5 Industrials 8.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$21K 0.02%
647
+90
402
$21K 0.02%
560
403
$21K 0.02%
300
404
$21K 0.02%
210
405
$20K 0.01%
694
406
$20K 0.01%
1,065
407
$20K 0.01%
31
408
$20K 0.01%
484
+24
409
$19K 0.01%
1,320
-670
410
$19K 0.01%
448
411
$19K 0.01%
879
412
$19K 0.01%
530
413
$19K 0.01%
426
414
$18K 0.01%
365
415
$18K 0.01%
+250
416
$18K 0.01%
616
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417
$18K 0.01%
309
418
$18K 0.01%
431
419
$18K 0.01%
522
-29
420
$18K 0.01%
425
421
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348
422
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423
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+373
424
$18K 0.01%
292
425
$17K 0.01%
540