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
$181M
AUM Growth
+$12.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
939
New
Increased
Reduced
Closed

Top Buys

1 +$1.1M
2 +$718K
3 +$478K
4
FCX icon
Freeport-McMoran
FCX
+$379K
5
CWI icon
SPDR MSCI ACWI ex-US ETF
CWI
+$252K

Top Sells

1 +$1.15M
2 +$1.07M
3 +$779K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$567K
5
SPR icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
$32K 0.02%
+1,300
427
$31K 0.02%
+145
428
$31K 0.02%
484
429
$31K 0.02%
183
430
$31K 0.02%
442
431
$31K 0.02%
372
432
$30K 0.02%
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433
$30K 0.02%
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434
$30K 0.02%
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435
$30K 0.02%
309
436
$30K 0.02%
79
437
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439
$29K 0.02%
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$29K 0.02%
342
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$29K 0.02%
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444
$29K 0.02%
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448
$28K 0.02%
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$28K 0.02%
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450
$28K 0.02%
2,325