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
476
$23K 0.01%
472
+353
477
$23K 0.01%
670
-800
478
$23K 0.01%
76
479
$23K 0.01%
459
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480
$23K 0.01%
250
481
$23K 0.01%
196
482
$23K 0.01%
+570
483
$23K 0.01%
750
484
$22K 0.01%
1,500
485
$22K 0.01%
1,513
486
$22K 0.01%
415
487
$22K 0.01%
448
488
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1,500
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489
$22K 0.01%
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490
$22K 0.01%
920
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491
$21K 0.01%
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492
$21K 0.01%
281
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493
$21K 0.01%
330
494
$21K 0.01%
433
495
$21K 0.01%
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496
$20K 0.01%
329
497
$20K 0.01%
+600
498
$20K 0.01%
184
499
$20K 0.01%
310
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500
$20K 0.01%
428
18 19
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