PMFA

Plante Moran Financial Advisors Portfolio holdings

AUM $1.58B
1-Year Est. Return 17.01%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$138M
AUM Growth
+$8.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
988
New
Increased
Reduced
Closed

Top Buys

1 +$687K
2 +$524K
3 +$481K
4
AAL icon
American Airlines Group
AAL
+$339K
5
DTE icon
DTE Energy
DTE
+$259K

Top Sells

1 +$864K
2 +$728K
3 +$344K
4
MCBC
Macatawa Bank Corp
MCBC
+$302K
5
JPM icon
JPMorgan Chase
JPM
+$267K

Sector Composition

1 Utilities 13.28%
2 Consumer Staples 11.65%
3 Healthcare 9.68%
4 Technology 7.94%
5 Industrials 7.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
526
$10K 0.01%
920
+230
527
$10K 0.01%
156
528
$10K 0.01%
1,000
529
$10K 0.01%
282
530
$10K 0.01%
+43
531
$10K 0.01%
228
532
$10K 0.01%
169
+62
533
$10K 0.01%
324
534
$10K 0.01%
+321
535
$9K 0.01%
201
536
$9K 0.01%
510
537
$9K 0.01%
925
+284
538
$9K 0.01%
202
539
$9K 0.01%
206
-350
540
$9K 0.01%
643
541
$9K 0.01%
323
542
$9K 0.01%
+133
543
$9K 0.01%
368
+95
544
$9K 0.01%
241
+114
545
$9K 0.01%
580
546
$9K 0.01%
76
+11
547
$9K 0.01%
+58
548
$9K 0.01%
87
549
$9K 0.01%
103
550
$8K 0.01%
152
+65