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
$148M
AUM Growth
+$10.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,050
New
Increased
Reduced
Closed

Top Buys

1
+$1.78M
2
+$670K
3
+$417K
4
VZ icon
Verizon
VZ
+$190K
5
HTZ
Hertz Global Holdings, Inc.
HTZ
+$173K

Top Sells

1
+$507K
2
+$365K
3
+$347K
4
AAL icon
American Airlines Group
AAL
+$284K
5
HRI icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$22K 0.01%
+1,103
477
$22K 0.01%
587
+377
478
$22K 0.01%
+475
479
$22K 0.01%
1,468
480
$22K 0.01%
+1,391
481
$22K 0.01%
+454
482
$21K 0.01%
+571
483
$21K 0.01%
+291
484
$21K 0.01%
+156
485
$21K 0.01%
+870
486
$21K 0.01%
372
487
$21K 0.01%
166
488
$20K 0.01%
56
-10
489
$20K 0.01%
314
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490
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827
491
$20K 0.01%
213
492
$20K 0.01%
186
-12
493
$20K 0.01%
483
+2
494
$20K 0.01%
2,000
+500
495
$19K 0.01%
+1,688
496
$19K 0.01%
1,461
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497
$19K 0.01%
318
498
$19K 0.01%
190
-17
499
$19K 0.01%
173
500
$19K 0.01%
300
18 19
20
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