PMFA
Plante Moran Financial Advisors Portfolio holdings
AUM
$1.42B
1-Year Return
13.8%
This Quarter Return
+6.56%
1 Year Return
+13.8%
3 Year Return
+55.88%
5 Year Return
+100.06%
10 Year Return
+234.83%
AUM
$181M
AUM Growth
+$12.3M
(+7.3%)
Cap. Flow
+$2.38M
Cap. Flow
% of AUM
1.32%
Top 10 Holdings %
Top 10 Hldgs %
38.01%
Holding
939
New
121
Increased
226
Reduced
136
Closed
52
Top Buys
| 1 |
Berkshire Hathaway Class B
BRK.B
|
$1.1M |
| 2 |
PepsiCo
PEP
|
$718K |
| 3 |
Vanguard Tax-Exempt Bond Index Fund
VTEB
|
$478K |
| 4 |
Freeport-McMoran
FCX
|
$379K |
| 5 |
SPDR MSCI ACWI ex-US ETF
CWI
|
$252K |
Top Sells
| 1 |
Intel
INTC
|
$1.15M |
| 2 |
Vanguard Short-Term Bond ETF
BSV
|
$1.07M |
| 3 |
Eaton
ETN
|
$779K |
| 4 |
iShares Russell 2000 ETF
IWM
|
$567K |
| 5 |
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% |
