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
$178M
AUM Growth
+$14.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
752
New
Increased
Reduced
Closed

Top Buys

1
+$5.07M
2
+$1.53M
3
+$1.35M
4
FITB icon
Fifth Third Bancorp
FITB
+$1.09M
5
XOM icon
Exxon Mobil
XOM
+$909K

Top Sells

1
+$2.03M
2
+$1.69M
3
+$338K
4
PACW
PacWest Bancorp
PACW
+$193K
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$168K

Sector Composition

1 Industrials 7.4%
2 Consumer Staples 6.92%
3 Healthcare 6.77%
4 Technology 6.43%
5 Financials 5.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$6K ﹤0.01%
150
527
$5K ﹤0.01%
+363
528
$5K ﹤0.01%
198
529
$5K ﹤0.01%
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530
$5K ﹤0.01%
150
531
$5K ﹤0.01%
261
532
$5K ﹤0.01%
80
533
$5K ﹤0.01%
+292
534
$5K ﹤0.01%
116
+55
535
$5K ﹤0.01%
148
536
$5K ﹤0.01%
313
537
$5K ﹤0.01%
84
-1,276
538
$5K ﹤0.01%
+98
539
$5K ﹤0.01%
129
540
$5K ﹤0.01%
19
541
$5K ﹤0.01%
458
542
$5K ﹤0.01%
+62
543
$5K ﹤0.01%
389
544
$5K ﹤0.01%
60
-136
545
$5K ﹤0.01%
239
546
$5K ﹤0.01%
+108
547
$5K ﹤0.01%
270
548
$5K ﹤0.01%
186
-314
549
$5K ﹤0.01%
261
550
$4K ﹤0.01%
+246
20 21
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