PMFA
Plante Moran Financial Advisors Portfolio holdings
AUM
$1.42B
1-Year Return
13.8%
This Quarter Return
+2.62%
1 Year Return
+13.8%
3 Year Return
+55.88%
5 Year Return
+100.06%
10 Year Return
+234.83%
AUM
$148M
AUM Growth
+$10.2M
(+7.4%)
Cap. Flow
+$7.77M
Cap. Flow
% of AUM
5.25%
Top 10 Holdings %
Top 10 Hldgs %
33.56%
Holding
1,050
New
126
Increased
259
Reduced
181
Closed
102
Top Buys
| 1 |
iShares Russell 1000 ETF
IWB
|
+$1.78M |
| 2 |
Meta Platforms (Facebook)
META
|
+$670K |
| 3 |
HAYN
Haynes International, Inc.
HAYN
|
+$417K |
| 4 |
Verizon
VZ
|
+$190K |
| 5 |
HTZ
Hertz Global Holdings, Inc.
HTZ
|
+$173K |
Top Sells
| 1 |
Coca-Cola
KO
|
+$507K |
| 2 |
Delta Air Lines
DAL
|
+$365K |
| 3 |
Pfizer
PFE
|
+$347K |
| 4 |
American Airlines Group
AAL
|
+$284K |
| 5 |
Herc Holdings
HRI
|
+$264K |
Sector Composition
| 1 | Utilities | 11.54% |
| 2 | Consumer Staples | 10.79% |
| 3 | Healthcare | 9.01% |
| 4 | Technology | 8.82% |
| 5 | Financials | 7.91% |
