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
$148M
AUM Growth
+$10.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,050
New
Increased
Reduced
Closed

Top Buys

1
+$1.78M
2
+$670K
3
+$417K
4
VZ icon
Verizon
VZ
+$190K
5
HTZ
Hertz Global Holdings, Inc.
HTZ
+$173K

Top Sells

1
+$507K
2
+$365K
3
+$347K
4
AAL icon
American Airlines Group
AAL
+$284K
5
HRI icon
Herc Holdings
HRI
+$264K

Sector Composition

1 Utilities 11.54%
2 Consumer Staples 10.79%
3 Healthcare 9.01%
4 Technology 8.82%
5 Financials 7.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$27K 0.02%
710
-1,105
427
$27K 0.02%
376
428
$27K 0.02%
1,718
-215
429
$27K 0.02%
348
-71
430
$27K 0.02%
+1,021
431
$26K 0.02%
486
+373
432
$26K 0.02%
+587
433
$26K 0.02%
875
434
$26K 0.02%
+1,066
435
$26K 0.02%
31
436
$26K 0.02%
600
+500
437
$26K 0.02%
564
438
$25K 0.02%
2,275
+1,275
439
$25K 0.02%
33
+9
440
$25K 0.02%
137
+9
441
$25K 0.02%
335
+83
442
$25K 0.02%
309
443
$25K 0.02%
1,261
+402
444
$25K 0.02%
520
-192
445
$25K 0.02%
166
446
$25K 0.02%
217
-84
447
$25K 0.02%
+506
448
$25K 0.02%
+600
449
$25K 0.02%
2,134
-1,935
450
$24K 0.02%
+500
16 17
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