PMFA
Plante Moran Financial Advisors Portfolio holdings
AUM
$1.58B
1-Year Est. Return
17.01%
This Fund
S&P 500
1 Year Est. Return
+17.01%
AUM
$136M
AUM Growth
+$21.6M
(+19%)
Holding
904
Top Buys
| 1 | +$8.57M | |
| 2 | +$3.78M | |
| 3 | +$1.34M | |
| 4 |
Magna International
MGA
|
+$870K |
| 5 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$719K |
Top Sells
| 1 | +$1.64M | |
| 2 | +$1M | |
| 3 | +$750K | |
| 4 |
Groupon
GRPN
|
+$413K |
| 5 |
PIMCO Active Bond Exchange-Traded Fund
BOND
|
+$228K |
Sector Composition
| 1 | Consumer Staples | 17.23% |
| 2 | Healthcare | 10.36% |
| 3 | Utilities | 10.09% |
| 4 | Technology | 9.75% |
| 5 | Industrials | 8.42% |