PMFA
Plante Moran Financial Advisors Portfolio holdings
AUM
$1.42B
1-Year Return
13.8%
This Quarter Return
+0.54%
1 Year Return
+13.8%
3 Year Return
+55.88%
5 Year Return
+100.06%
10 Year Return
+234.83%
AUM
$178M
AUM Growth
+$14.3M
(+8.8%)
Cap. Flow
+$15.9M
Cap. Flow
% of AUM
8.95%
Top 10 Holdings %
Top 10 Hldgs %
58.18%
Holding
752
New
98
Increased
186
Reduced
82
Closed
52
Top Buys
| 1 |
SPDR Gold Trust
GLD
|
+$5.07M |
| 2 |
iShares Gold Trust
IAU
|
+$1.53M |
| 3 |
Eaton
ETN
|
+$1.35M |
| 4 |
Fifth Third Bancorp
FITB
|
+$1.09M |
| 5 |
Exxon Mobil
XOM
|
+$909K |
Top Sells
| 1 |
Vanguard S&P 500 ETF
VOO
|
+$2.03M |
| 2 |
Groupon
GRPN
|
+$1.69M |
| 3 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$338K |
| 4 |
PACW
PacWest Bancorp
PACW
|
+$193K |
| 5 |
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% |
