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
$178M
AUM Growth
+$14.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
752
New
Increased
Reduced
Closed

Top Buys

1
+$5.07M
2
+$1.53M
3
+$1.35M
4
FITB icon
Fifth Third Bancorp
FITB
+$1.09M
5
XOM icon
Exxon Mobil
XOM
+$909K

Top Sells

1
+$2.03M
2
+$1.69M
3
+$338K
4
PACW
PacWest Bancorp
PACW
+$193K
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$168K

Sector Composition

1 Industrials 7.4%
2 Consumer Staples 6.92%
3 Healthcare 6.77%
4 Technology 6.43%
5 Financials 5.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$10K 0.01%
+300
452
$10K 0.01%
+525
453
$10K 0.01%
233
454
$10K 0.01%
138
455
$10K 0.01%
435
456
$10K 0.01%
+80
457
$10K 0.01%
513
458
$10K 0.01%
300
459
$10K 0.01%
174
460
$10K 0.01%
82
461
$10K 0.01%
275
462
$10K 0.01%
197
463
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292
464
$9K 0.01%
1,500
-1,405
465
$9K 0.01%
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466
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163
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467
$9K 0.01%
118
468
$9K 0.01%
959
469
$9K 0.01%
82
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470
$9K 0.01%
133
471
$9K 0.01%
333
472
$9K 0.01%
150
-100
473
$9K 0.01%
68
474
$9K 0.01%
167
475
$9K 0.01%
281
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