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PMFA
Plante Moran Financial Advisors Portfolio holdings
AUM
$1.55B
1-Year Est. Return
17.93%
This Fund
S&P 500
This Quarter
Est. Return
-8.27%
1 Year Est. Return
+17.93%
3 Year Est. Return
+50.34%
5 Year Est. Return
+65.94%
10 Year Est. Return
+247.17%
AUM
$135M
AUM Growth
–
Cap. Flow
+$144M
Cap. Flow
% of AUM
106.35%
Top 10 Holdings %
Top 10 Hldgs %
63.59%
Holding
606
New
603
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
SPDR Gold Trust
GLD
|
+$68M |
| 2 |
DTE Energy
DTE
|
+$5.34M |
| 3 |
Johnson & Johnson
JNJ
|
+$3.54M |
| 4 |
Groupon
GRPN
|
+$3.38M |
| 5 |
PepsiCo
PEP
|
+$3.37M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Consumer Staples | 7.99% |
| 2 | Technology | 6.65% |
| 3 | Healthcare | 6.51% |
| 4 | Industrials | 6.16% |
| 5 | Communication Services | 5.18% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
XL
526
DELISTED
XL Group Ltd.
XL
| $3K | ﹤0.01% |
+85
| New | +$2.65K |
|
|
ARMH
527
DELISTED
ARM HOLDINGS PLC ADS
ARMH
| $3K | ﹤0.01% |
+76
| New | +$3.27K |
|
528
American International
AIG
$42.4B
| $2K | ﹤0.01% |
+50
| New | +$2.15K |
|
529
Amgen
AMGN
$195B
| $2K | ﹤0.01% |
+23
| New | +$2.39K |
|
530
American Tower
AMT
$79B
| $2K | ﹤0.01% |
+27
| New | +$2.15K |
|
531
BHP
BHP
$207B
| $2K | ﹤0.01% |
+41
| New | +$2.27K |
|
532
Celanese
CE
$5.26B
| $2K | ﹤0.01% |
+53
| New | +$2.49K |
|
533
CF Industries
CF
$18.6B
| $2K | ﹤0.01% |
+55
| New | +$2.05K |
|
534
Emcor
EME
$34B
| $2K | ﹤0.01% |
+53
| New | +$2.08K |
|
535
iShares MSCI Japan ETF
EWJ
$22.1B
| $2K | ﹤0.01% |
+48
| New | +$2.17K |
|
536
First Financial Bancorp
FFBC
$3.61B
| $2K | ﹤0.01% |
+116
| New | +$1.78K |
|
537
Federal Realty Investment Trust
FRT
$10.5B
| $2K | ﹤0.01% |
+19
| New | +$2.1K |
|
538
Genworth Financial
GNW
$3.66B
| $2K | ﹤0.01% |
+182
| New | +$1.9K |
|
539
HDFC Bank
HDB
$136B
| $2K | ﹤0.01% |
+260
| New | +$2.57K |
|
540
Highwoods Properties
HIW
$3.45B
| $2K | ﹤0.01% |
+51
| New | +$1.95K |
|
541
Helix Energy Solutions
HLX
$1.4B
| $2K | ﹤0.01% |
+88
| New | +$2.05K |
|
542
Hancock Whitney
HWC
$6.16B
| $2K | ﹤0.01% |
+80
| New | +$2.29K |
|
543
Hexcel
HXL
$7.48B
| $2K | ﹤0.01% |
+61
| New | +$1.96K |
|
544
Keurig Dr Pepper
KDP
$42.5B
| $2K | ﹤0.01% |
+49
| New | +$2.33K |
|
545
Enpro
NPO
$6.89B
| $2K | ﹤0.01% |
+34
| New | +$1.68K |
|
546
Old Republic International
ORI
$10.2B
| $2K | ﹤0.01% |
+154
| New | +$2.04K |
|
547
Plexus
PLXS
$6.93B
| $2K | ﹤0.01% |
+54
| New | +$1.5K |
|
|
SPR
548
DELISTED
Spirit AeroSystems
SPR
| $2K | ﹤0.01% |
+101
| New | +$2.09K |
|
549
Toronto Dominion Bank
TD
$199B
| $2K | ﹤0.01% |
+46
| New | +$1.85K |
|
550
Truist Financial
TFC
$64.7B
| $2K | ﹤0.01% |
+66
| New | +$2.1K |
|
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