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
451
$27K 0.02%
750
-55
452
$27K 0.02%
232
453
$27K 0.02%
+567
454
$27K 0.02%
24
455
$27K 0.02%
426
+46
456
$27K 0.02%
312
457
$27K 0.02%
554
+526
458
$27K 0.02%
+775
459
$27K 0.02%
1,107
460
$27K 0.02%
6,289
-200
461
$26K 0.01%
670
+20
462
$26K 0.01%
170
463
$26K 0.01%
+750
464
$26K 0.01%
+1,238
465
$26K 0.01%
533
+2
466
$25K 0.01%
560
467
$25K 0.01%
1,000
468
$24K 0.01%
300
469
$24K 0.01%
388
470
$24K 0.01%
300
471
$24K 0.01%
198
472
$23K 0.01%
108
+9
473
$23K 0.01%
100
-19
474
$23K 0.01%
827
475
$23K 0.01%
642
17 18
19
20 21